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 | $45,375 | $97,044-53.2% | $83,333-45.6% | $135,375-66.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.54% | 12.31%-16.8pp | 10.63%-15.2pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,589 | $4,143-61.7% | $3,379-53.0% | $4,779-66.8% |
| Participant deferral / active EE | $7,144 | $5,964+19.8% | $5,565+28.4% | $5,609+27.4% |
| Admin fee / account holder | $770 | $8,380-90.8% | $7,510-89.7% | $10,827-92.9% |