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 | $34,308 | $45,152-24.0% | $73,843-53.5% | $59,632-42.5% |
| Participation rate | 75.0% | 64.0%+11.0pp | 73.4%+1.6pp | 68.7%+6.3pp |
| Annual return | -1.68% | 27.40%-29.1pp | 2267.84%-2269.5pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,134 | $1,902+12.2% | $2,787-23.5% | $2,203-3.1% |
| Participant deferral / active EE | $3,763 | $2,574+46.2% | $3,583+5.0% | $3,192+17.9% |
| Admin fee / account holder | $391 | $3,516-88.9% | $4,880-92.0% | $4,297-90.9% |