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 | $30,654 | $92,222-66.8% | $76,768-60.1% | $135,375-77.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.49% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,243 | $3,216-30.3% | $2,485-9.8% | $4,779-53.1% |
| Participant deferral / active EE | $3,233 | $4,509-28.3% | $3,852-16.1% | $5,609-42.4% |
| Admin fee / account holder | $2,665 | $10,748-75.2% | $6,675-60.1% | $10,827-75.4% |