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 | $73,376 | $99,032-25.9% | $80,019-8.3% | $135,375-45.8% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -7.80% | 15.39%-23.2pp | 11.22%-19.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,331 | $3,043+9.4% | $2,468+35.0% | $4,779-30.3% |
| Participant deferral / active EE | $9,095 | $4,282+112.4% | $3,686+146.8% | $5,609+62.2% |
| Admin fee / account holder | $3,957 | $10,436-62.1% | $6,521-39.3% | $10,827-63.5% |