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 7-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 | $42,939 | $82,286-47.8% | $68,791-37.6% | $134,475-68.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -16.35% | -2.19%-14.2pp | -6.38%-10.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,649 | $3,301+10.5% | $2,655+37.4% | $4,740-23.0% |
| Participant deferral / active EE | $10,224 | $4,739+115.8% | $3,941+159.4% | $6,400+59.8% |
| Admin fee / account holder | $3,987 | $6,481-38.5% | $4,932-19.1% | $11,426-65.1% |