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 | $35,139 | $100,754-65.1% | $86,677-59.5% | $134,475-73.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.65% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,876 | $3,489-17.6% | $2,836+1.4% | $4,740-39.3% |
| Participant deferral / active EE | $4,813 | $5,338-9.8% | $4,656+3.4% | $6,400-24.8% |
| Admin fee / account holder | $1,130 | $10,926-89.7% | $7,493-84.9% | $11,426-90.1% |