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 | $51,165 | $100,754-49.2% | $86,677-41.0% | $134,475-62.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.83% | 29.04%-44.9pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $831 | $3,489-76.2% | $2,836-70.7% | $4,740-82.5% |
| Participant deferral / active EE | $2,819 | $5,338-47.2% | $4,656-39.4% | $6,400-55.9% |
| Admin fee / account holder | $3,472 | $10,926-68.2% | $7,493-53.7% | $11,426-69.6% |