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 | $38,941 | $91,538-57.5% | $129,995-70.0% | $75,163-48.2% |
| Participation rate | 71.9% | 71.4%+0.4pp | 78.5%-6.6pp | 67.2%+4.7pp |
| Annual return | 14.93% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,622 | $2,845-43.0% | $4,320-62.5% | $2,670-39.2% |
| Participant deferral / active EE | $2,902 | $4,341-33.1% | $5,820-50.1% | $4,125-29.6% |
| Admin fee / account holder | $3,341 | $6,790-50.8% | $10,614-68.5% | $5,651-40.9% |