See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,120 | $105,860-61.2% | $90,749-54.7% | $134,475-69.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -18.48% | -11.01%-7.5pp | -12.16%-6.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,100 | $3,462-68.2% | $2,921-62.3% | $4,740-76.8% |
| Participant deferral / active EE | $1,492 | $5,216-71.4% | $4,564-67.3% | $6,400-76.7% |
| Admin fee / account holder | $12,384 | $13,938-11.1% | $8,445+46.6% | $11,426+8.4% |