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 | $62,771 | $100,754-37.7% | $86,677-27.6% | $134,475-53.3% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -16.04% | 29.04%-45.1pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,808 | $3,489-19.5% | $2,836-1.0% | $4,740-40.8% |
| Participant deferral / active EE | $5,199 | $5,338-2.6% | $4,656+11.7% | $6,400-18.8% |
| Admin fee / account holder | $854 | $10,926-92.2% | $7,493-88.6% | $11,426-92.5% |