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 | $53,355 | $100,754-47.0% | $86,677-38.4% | $134,475-60.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.53% | 29.04%-32.6pp | 35.91%-39.4pp | 417.96%-421.5pp |
| Employer contribution / active EE | $3,733 | $3,489+7.0% | $2,836+31.6% | $4,740-21.2% |
| Participant deferral / active EE | $6,656 | $5,338+24.7% | $4,656+43.0% | $6,400+4.0% |
| Admin fee / account holder | $6,970 | $10,926-36.2% | $7,493-7.0% | $11,426-39.0% |