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 | $32,664 | $69,518-53.0% | $59,878-45.4% | $135,375-75.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -4.95% | 7.94%-12.9pp | 3.46%-8.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,526 | $3,235-52.8% | $2,722-43.9% | $4,779-68.1% |
| Participant deferral / active EE | $3,178 | $4,206-24.4% | $3,402-6.6% | $5,609-43.3% |
| Admin fee / account holder | $6,615 | $5,734+15.4% | $3,590+84.2% | $10,827-38.9% |