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 | $58,587 | $100,754-41.9% | $86,677-32.4% | $134,475-56.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.07% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,547 | $3,489-27.0% | $2,836-10.2% | $4,740-46.3% |
| Participant deferral / active EE | $4,795 | $5,338-10.2% | $4,656+3.0% | $6,400-25.1% |
| Admin fee / account holder | $4,129 | $10,926-62.2% | $7,493-44.9% | $11,426-63.9% |