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 | $62,385 | $82,664-24.5% | $125,339-50.2% | $68,494-8.9% |
| Participation rate | 81.4% | 75.0%+6.4pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -13.23% | -5.97%-7.3pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,965 | $3,381-12.3% | $4,814-38.4% | $2,596+14.2% |
| Participant deferral / active EE | $6,248 | $6,110+2.3% | $7,446-16.1% | $4,027+55.2% |
| Admin fee / account holder | $579 | $6,275-90.8% | $10,010-94.2% | $5,403-89.3% |