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 | $35,040 | $100,754-65.2% | $86,677-59.6% | $134,475-73.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.42% | 29.04%-48.5pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,769 | $3,489-49.3% | $2,836-37.6% | $4,740-62.7% |
| Participant deferral / active EE | $4,581 | $5,338-14.2% | $4,656-1.6% | $6,400-28.4% |
| Admin fee / account holder | $1,391 | $10,926-87.3% | $7,493-81.4% | $11,426-87.8% |