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 | $35,709 | $99,640-64.2% | $86,436-58.7% | $134,475-73.4% |
| Participation rate | 86.7% | 82.0%+4.6pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -0.55% | 6782.58%-6783.1pp | 4394.89%-4395.4pp | 417.96%-418.5pp |
| Employer contribution / active EE | $3,314 | $4,400-24.7% | $3,769-12.1% | $4,740-30.1% |
| Participant deferral / active EE | $5,190 | $7,246-28.4% | $6,952-25.3% | $6,400-18.9% |
| Admin fee / account holder | $789 | $8,371-90.6% | $6,731-88.3% | $11,426-93.1% |