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 | $79,859 | $105,860-24.6% | $90,749-12.0% | $134,475-40.6% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -11.51% | -11.01%-0.5pp | -12.16%+0.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,750 | $3,462-20.6% | $2,921-5.8% | $4,740-42.0% |
| Participant deferral / active EE | $4,749 | $5,216-8.9% | $4,564+4.0% | $6,400-25.8% |
| Admin fee / account holder | $6,902 | $13,938-50.5% | $8,445-18.3% | $11,426-39.6% |