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 | $38,999 | $100,754-61.3% | $86,677-55.0% | $134,475-71.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.49% | 29.04%-41.5pp | 35.91%-48.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,964 | $3,489-15.1% | $2,836+4.5% | $4,740-37.5% |
| Participant deferral / active EE | $5,230 | $5,338-2.0% | $4,656+12.3% | $6,400-18.3% |
| Admin fee / account holder | $14,402 | $10,926+31.8% | $7,493+92.2% | $11,426+26.0% |