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 | $34,431 | $100,754-65.8% | $86,677-60.3% | $134,475-74.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.14% | 29.04%-45.2pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,471 | $3,489-29.2% | $2,836-12.9% | $4,740-47.9% |
| Participant deferral / active EE | $2,783 | $5,338-47.9% | $4,656-40.2% | $6,400-56.5% |
| Admin fee / account holder | $521 | $10,926-95.2% | $7,493-93.1% | $11,426-95.4% |