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 | $38,856 | $100,754-61.4% | $86,677-55.2% | $134,475-71.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.78% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,409 | $3,489-2.3% | $2,836+20.2% | $4,740-28.1% |
| Participant deferral / active EE | $2,486 | $5,338-53.4% | $4,656-46.6% | $6,400-61.2% |
| Admin fee / account holder | $981 | $10,926-91.0% | $7,493-86.9% | $11,426-91.4% |