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 | $69,783 | $100,754-30.7% | $86,677-19.5% | $134,475-48.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.05% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,413 | $3,489-30.8% | $2,836-14.9% | $4,740-49.1% |
| Participant deferral / active EE | $3,004 | $5,338-43.7% | $4,656-35.5% | $6,400-53.1% |
| Admin fee / account holder | $15,546 | $10,926+42.3% | $7,493+107.5% | $11,426+36.1% |