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 | $44,725 | $82,286-45.6% | $68,791-35.0% | $134,475-66.7% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.0%+16.0pp | 81.2%+3.8pp |
| Annual return | -17.85% | -2.19%-15.7pp | -6.38%-11.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,417 | $3,301-57.1% | $2,655-46.6% | $4,740-70.1% |
| Participant deferral / active EE | $4,925 | $4,739+3.9% | $3,941+25.0% | $6,400-23.0% |
| Admin fee / account holder | $3,066 | $6,481-52.7% | $4,932-37.8% | $11,426-73.2% |