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 | $71,804 | $92,222-22.1% | $76,768-6.5% | $135,375-47.0% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -5.69% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,591 | $3,216-50.5% | $2,485-36.0% | $4,779-66.7% |
| Participant deferral / active EE | $3,439 | $4,509-23.7% | $3,852-10.7% | $5,609-38.7% |
| Admin fee / account holder | $11,659 | $10,748+8.5% | $6,675+74.7% | $10,827+7.7% |