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 | $33,527 | $100,754-66.7% | $86,677-61.3% | $134,475-75.1% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -16.07% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,250 | $3,489-64.2% | $2,836-55.9% | $4,740-73.6% |
| Participant deferral / active EE | $2,441 | $5,338-54.3% | $4,656-47.6% | $6,400-61.9% |
| Admin fee / account holder | $2,055 | $10,926-81.2% | $7,493-72.6% | $11,426-82.0% |