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 | $33,501 | $97,757-65.7% | $83,848-60.0% | $135,375-75.3% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -4.85% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,099 | $4,222-26.6% | $3,631-14.6% | $4,779-35.1% |
| Participant deferral / active EE | $4,658 | $4,682-0.5% | $4,082+14.1% | $5,609-17.0% |
| Admin fee / account holder | $1,965 | $6,674-70.6% | $5,478-64.1% | $10,827-81.9% |