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 | $40,988 | $100,754-59.3% | $86,677-52.7% | $134,475-69.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.40% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,584 | $3,489-25.9% | $2,836-8.9% | $4,740-45.5% |
| Participant deferral / active EE | $4,368 | $5,338-18.2% | $4,656-6.2% | $6,400-31.8% |
| Admin fee / account holder | $1,666 | $10,926-84.8% | $7,493-77.8% | $11,426-85.4% |