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 | $38,269 | $100,754-62.0% | $86,677-55.8% | $134,475-71.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.28% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,208 | $3,489-36.7% | $2,836-22.2% | $4,740-53.4% |
| Participant deferral / active EE | $3,440 | $5,338-35.5% | $4,656-26.1% | $6,400-46.2% |
| Admin fee / account holder | $408 | $10,926-96.3% | $7,493-94.6% | $11,426-96.4% |