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 | $74,225 | $92,222-19.5% | $76,768-3.3% | $135,375-45.2% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -6.70% | 5.46%-12.2pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,759 | $3,216-14.2% | $2,485+11.0% | $4,779-42.3% |
| Participant deferral / active EE | $5,728 | $4,509+27.0% | $3,852+48.7% | $5,609+2.1% |
| Admin fee / account holder | $384 | $10,748-96.4% | $6,675-94.3% | $10,827-96.5% |