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 | $65,527 | $100,754-35.0% | $86,677-24.4% | $134,475-51.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.58% | 29.04%-39.6pp | 35.91%-46.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $12,485 | $3,489+257.8% | $2,836+340.2% | $4,740+163.4% |
| Participant deferral / active EE | $5,526 | $5,338+3.5% | $4,656+18.7% | $6,400-13.7% |
| Admin fee / account holder | $479 | $10,926-95.6% | $7,493-93.6% | $11,426-95.8% |