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 | $43,299 | $99,032-56.3% | $80,019-45.9% | $135,375-68.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -8.45% | 15.39%-23.8pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,461 | $3,043-52.0% | $2,468-40.8% | $4,779-69.4% |
| Participant deferral / active EE | $4,251 | $4,282-0.7% | $3,686+15.3% | $5,609-24.2% |
| Admin fee / account holder | $2,231 | $10,436-78.6% | $6,521-65.8% | $10,827-79.4% |