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 | $26,133 | $90,600-71.2% | $79,464-67.1% | $135,375-80.7% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -6.39% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,758 | $3,068-42.7% | $2,800-37.2% | $4,779-63.2% |
| Participant deferral / active EE | $2,346 | $4,050-42.1% | $3,704-36.7% | $5,609-58.2% |
| Admin fee / account holder | $4,328 | $5,907-26.7% | $5,113-15.4% | $10,827-60.0% |