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 | $38,514 | $100,754-61.8% | $86,677-55.6% | $134,475-71.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.22% | 29.04%-44.3pp | 35.91%-51.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,788 | $3,489-20.1% | $2,836-1.7% | $4,740-41.2% |
| Participant deferral / active EE | $3,388 | $5,338-36.5% | $4,656-27.2% | $6,400-47.1% |
| Admin fee / account holder | $6,416 | $10,926-41.3% | $7,493-14.4% | $11,426-43.9% |