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 | $41,975 | $91,911-54.3% | $68,793-39.0% | $135,375-69.0% |
| Participation rate | 92.9% | 76.7%+16.1pp | 72.2%+20.6pp | 82.6%+10.2pp |
| Annual return | -7.61% | -8.22%+0.6pp | -4.63%-3.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,169 | $3,924-19.2% | $2,625+20.7% | $4,779-33.7% |
| Participant deferral / active EE | $4,567 | $4,315+5.8% | $3,311+37.9% | $5,609-18.6% |
| Admin fee / account holder | $1,248 | $9,240-86.5% | $5,131-75.7% | $10,827-88.5% |