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 | $46,905 | $100,754-53.4% | $86,677-45.9% | $134,475-65.1% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -15.08% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,251 | $3,489-35.5% | $2,836-20.6% | $4,740-52.5% |
| Participant deferral / active EE | $5,892 | $5,338+10.4% | $4,656+26.5% | $6,400-7.9% |
| Admin fee / account holder | $40,606 | $10,926+271.6% | $7,493+441.9% | $11,426+255.4% |