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 | $41,470 | $90,600-54.2% | $79,464-47.8% | $135,375-69.4% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -4.15% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,337 | $3,068-56.4% | $2,800-52.3% | $4,779-72.0% |
| Participant deferral / active EE | $2,471 | $4,050-39.0% | $3,704-33.3% | $5,609-55.9% |
| Admin fee / account holder | $23,446 | $5,907+296.9% | $5,113+358.6% | $10,827+116.6% |