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 | $83,703 | $100,754-16.9% | $86,677-3.4% | $134,475-37.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.48% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,137 | $3,489-38.8% | $2,836-24.7% | $4,740-54.9% |
| Participant deferral / active EE | $4,199 | $5,338-21.3% | $4,656-9.8% | $6,400-34.4% |
| Admin fee / account holder | $1,796 | $10,926-83.6% | $7,493-76.0% | $11,426-84.3% |