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 | $53,217 | $100,754-47.2% | $86,677-38.6% | $134,475-60.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.97% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,016 | $3,489-13.6% | $2,836+6.3% | $4,740-36.4% |
| Participant deferral / active EE | $7,732 | $5,338+44.9% | $4,656+66.1% | $6,400+20.8% |
| Admin fee / account holder | $1,100 | $10,926-89.9% | $7,493-85.3% | $11,426-90.4% |