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 5-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 | $29,643 | $100,754-70.6% | $86,677-65.8% | $134,475-78.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.68% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,274 | $3,489-34.8% | $2,836-19.8% | $4,740-52.0% |
| Participant deferral / active EE | $1,832 | $5,338-65.7% | $4,656-60.7% | $6,400-71.4% |
| Admin fee / account holder | $1,850 | $10,926-83.1% | $7,493-75.3% | $11,426-83.8% |