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 | $28,957 | $100,754-71.3% | $86,677-66.6% | $134,475-78.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.53% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,275 | $3,489-6.1% | $2,836+15.5% | $4,740-30.9% |
| Participant deferral / active EE | $4,396 | $5,338-17.6% | $4,656-5.6% | $6,400-31.3% |
| Admin fee / account holder | $417 | $10,926-96.2% | $7,493-94.4% | $11,426-96.3% |