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 | $22,251 | $100,754-77.9% | $86,677-74.3% | $134,475-83.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.42% | 29.04%-46.5pp | 35.91%-53.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,888 | $3,489+11.4% | $2,836+37.1% | $4,740-18.0% |
| Participant deferral / active EE | $5,807 | $5,338+8.8% | $4,656+24.7% | $6,400-9.3% |
| Admin fee / account holder | $2,582 | $10,926-76.4% | $7,493-65.5% | $11,426-77.4% |