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 | $43,394 | $95,193-54.4% | $76,523-43.3% | $135,375-67.9% |
| Participation rate | 76.9% | 74.4%+2.5pp | 68.0%+8.9pp | 82.6%-5.7pp |
| Annual return | -6.01% | 4.85%-10.9pp | -0.27%-5.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,750 | $3,302-47.0% | $2,647-33.9% | $4,779-63.4% |
| Participant deferral / active EE | $3,846 | $4,639-17.1% | $3,835+0.3% | $5,609-31.4% |
| Admin fee / account holder | $3,887 | $6,249-37.8% | $4,848-19.8% | $10,827-64.1% |