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 | $72,536 | $99,032-26.8% | $80,019-9.4% | $135,375-46.4% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | -4.93% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,777 | $3,043-8.7% | $2,468+12.5% | $4,779-41.9% |
| Participant deferral / active EE | $7,538 | $4,282+76.0% | $3,686+104.5% | $5,609+34.4% |
| Admin fee / account holder | $2,367 | $10,436-77.3% | $6,521-63.7% | $10,827-78.1% |