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 | $60,944 | $99,032-38.5% | $80,019-23.8% | $135,375-55.0% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -8.85% | 15.39%-24.2pp | 11.22%-20.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,967 | $3,043-2.5% | $2,468+20.2% | $4,779-37.9% |
| Participant deferral / active EE | $4,609 | $4,282+7.6% | $3,686+25.0% | $5,609-17.8% |
| Admin fee / account holder | $8,277 | $10,436-20.7% | $6,521+26.9% | $10,827-23.6% |