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 | $45,516 | $90,600-49.8% | $79,464-42.7% | $135,375-66.4% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -6.61% | 977.43%-984.0pp | 718.14%-724.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $967 | $3,068-68.5% | $2,800-65.5% | $4,779-79.8% |
| Participant deferral / active EE | $1,596 | $4,050-60.6% | $3,704-56.9% | $5,609-71.6% |
| Admin fee / account holder | $524 | $5,907-91.1% | $5,113-89.7% | $10,827-95.2% |