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 | $38,462 | $133,958-71.3% | $112,228-65.7% | $134,475-71.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -9.99% | 47.11%-57.1pp | 27.45%-37.4pp | 417.96%-428.0pp |
| Employer contribution / active EE | $2,583 | $4,038-36.0% | $3,635-28.9% | $4,740-45.5% |
| Participant deferral / active EE | $3,645 | $5,291-31.1% | $4,728-22.9% | $6,400-43.0% |
| Admin fee / account holder | $1,667 | $7,489-77.7% | $6,410-74.0% | $11,426-85.4% |