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 | $33,773 | $100,754-66.5% | $86,677-61.0% | $134,475-74.9% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -18.74% | 29.04%-47.8pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,727 | $3,489+35.5% | $2,836+66.7% | $4,740-0.3% |
| Participant deferral / active EE | $6,919 | $5,338+29.6% | $4,656+48.6% | $6,400+8.1% |
| Admin fee / account holder | $1,982 | $10,926-81.9% | $7,493-73.5% | $11,426-82.7% |