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 | $34,818 | $133,958-74.0% | $112,228-69.0% | $134,475-74.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -0.52% | 47.11%-47.6pp | 27.45%-28.0pp | 417.96%-418.5pp |
| Employer contribution / active EE | $878 | $4,038-78.3% | $3,635-75.8% | $4,740-81.5% |
| Participant deferral / active EE | $2,027 | $5,291-61.7% | $4,728-57.1% | $6,400-68.3% |
| Admin fee / account holder | $4,554 | $7,489-39.2% | $6,410-29.0% | $11,426-60.1% |