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 | $44,311 | $82,286-46.2% | $68,791-35.6% | $134,475-67.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -20.37% | -2.19%-18.2pp | -6.38%-14.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,570 | $3,301-22.1% | $2,655-3.2% | $4,740-45.8% |
| Participant deferral / active EE | $7,965 | $4,739+68.1% | $3,941+102.1% | $6,400+24.5% |
| Admin fee / account holder | $5,590 | $6,481-13.7% | $4,932+13.3% | $11,426-51.1% |