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 | $74,816 | $105,860-29.3% | $90,749-17.6% | $134,475-44.4% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.7%+20.1pp | 81.2%+14.6pp |
| Annual return | -11.45% | -11.01%-0.4pp | -12.16%+0.7pp | 417.96%-429.4pp |
| Employer contribution / active EE | $3,268 | $3,462-5.6% | $2,921+11.9% | $4,740-31.1% |
| Participant deferral / active EE | $4,484 | $5,216-14.0% | $4,564-1.8% | $6,400-29.9% |
| Admin fee / account holder | $4,209 | $13,938-69.8% | $8,445-50.2% | $11,426-63.2% |