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 | $43,937 | $99,032-55.6% | $80,019-45.1% | $135,375-67.5% |
| Participation rate | 91.3% | 78.4%+12.9pp | 75.8%+15.5pp | 82.6%+8.7pp |
| Annual return | -6.92% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,471 | $3,043-18.8% | $2,468+0.1% | $4,779-48.3% |
| Participant deferral / active EE | $5,204 | $4,282+21.5% | $3,686+41.2% | $5,609-7.2% |
| Admin fee / account holder | $1,500 | $10,436-85.6% | $6,521-77.0% | $10,827-86.1% |