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 | $65,029 | $100,754-35.5% | $86,677-25.0% | $134,475-51.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.12% | 29.04%-37.2pp | 35.91%-44.0pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,891 | $3,489-45.8% | $2,836-33.3% | $4,740-60.1% |
| Participant deferral / active EE | $2,584 | $5,338-51.6% | $4,656-44.5% | $6,400-59.6% |
| Admin fee / account holder | $149,135 | $10,926+1264.9% | $7,493+1890.3% | $11,426+1205.2% |