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 | $60,751 | $100,754-39.7% | $86,677-29.9% | $134,475-54.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.78% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,354 | $3,489-61.2% | $2,836-52.3% | $4,740-71.4% |
| Participant deferral / active EE | $2,510 | $5,338-53.0% | $4,656-46.1% | $6,400-60.8% |
| Admin fee / account holder | $10,746 | $10,926-1.6% | $7,493+43.4% | $11,426-5.9% |