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 | $35,844 | $135,635-73.6% | $110,238-67.5% | $135,375-73.5% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -7.79% | 513.19%-521.0pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,156 | $4,906-76.4% | $3,826-69.8% | $4,779-75.8% |
| Participant deferral / active EE | $2,758 | $5,506-49.9% | $4,672-41.0% | $5,609-50.8% |
| Admin fee / account holder | $19,809 | $11,457+72.9% | $8,547+131.8% | $10,827+83.0% |