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 | $35,042 | $91,538-61.7% | $129,995-73.0% | $75,163-53.4% |
| Participation rate | 76.1% | 71.4%+4.6pp | 78.5%-2.4pp | 67.2%+8.9pp |
| Annual return | 25.34% | -631.11%+656.4pp | -137.18%+162.5pp | 160.62%-135.3pp |
| Employer contribution / active EE | $1,714 | $2,845-39.8% | $4,320-60.3% | $2,670-35.8% |
| Participant deferral / active EE | $4,966 | $4,341+14.4% | $5,820-14.7% | $4,125+20.4% |
| Admin fee / account holder | $2,257 | $6,790-66.8% | $10,614-78.7% | $5,651-60.1% |