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 | $43,067 | $95,193-54.8% | $76,523-43.7% | $135,375-68.2% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -5.45% | 4.85%-10.3pp | -0.27%-5.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,817 | $3,302-45.0% | $2,647-31.4% | $4,779-62.0% |
| Participant deferral / active EE | $3,689 | $4,639-20.5% | $3,835-3.8% | $5,609-34.2% |
| Admin fee / account holder | $1,896 | $6,249-69.7% | $4,848-60.9% | $10,827-82.5% |