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 | $33,823 | $95,971-64.8% | $74,550-54.6% | $135,375-75.0% |
| Participation rate | 86.7% | 75.7%+11.0pp | 69.1%+17.5pp | 82.6%+4.0pp |
| Annual return | -6.73% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $818 | $2,716-69.9% | $1,961-58.3% | $4,779-82.9% |
| Participant deferral / active EE | $2,552 | $3,843-33.6% | $3,108-17.9% | $5,609-54.5% |
| Admin fee / account holder | $7,287 | $6,522+11.7% | $5,060+44.0% | $10,827-32.7% |