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 | $40,299 | $129,942-69.0% | $104,294-61.4% | $134,475-70.0% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -19.90% | 42.03%-61.9pp | 24.61%-44.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,062 | $4,184-50.7% | $3,372-38.8% | $4,740-56.5% |
| Participant deferral / active EE | $2,321 | $5,588-58.5% | $4,625-49.8% | $6,400-63.7% |
| Admin fee / account holder | $4,127 | $9,323-55.7% | $7,339-43.8% | $11,426-63.9% |