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 | $51,825 | $72,177-28.2% | $115,037-54.9% | $59,632-13.1% |
| Participation rate | 72.2% | 72.6%-0.3pp | 81.4%-9.1pp | 68.7%+3.6pp |
| Annual return | -1.81% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,011 | $2,841-64.4% | $4,608-78.0% | $2,203-54.1% |
| Participant deferral / active EE | $2,855 | $4,783-40.3% | $6,026-52.6% | $3,192-10.5% |
| Admin fee / account holder | $5,329 | $4,927+8.2% | $8,175-34.8% | $4,297+24.0% |