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 | $42,734 | $99,032-56.8% | $80,019-46.6% | $135,375-68.4% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | -7.45% | 15.39%-22.8pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,408 | $3,043-20.9% | $2,468-2.4% | $4,779-49.6% |
| Participant deferral / active EE | $5,089 | $4,282+18.9% | $3,686+38.1% | $5,609-9.3% |
| Admin fee / account holder | $1,186 | $10,436-88.6% | $6,521-81.8% | $10,827-89.0% |