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 | $63,163 | $100,754-37.3% | $86,677-27.1% | $134,475-53.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.43% | 29.04%-46.5pp | 35.91%-53.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,515 | $3,489-27.9% | $2,836-11.3% | $4,740-46.9% |
| Participant deferral / active EE | $2,631 | $5,338-50.7% | $4,656-43.5% | $6,400-58.9% |
| Admin fee / account holder | $1,817 | $10,926-83.4% | $7,493-75.8% | $11,426-84.1% |