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 | $37,342 | $133,958-72.1% | $112,228-66.7% | $134,475-72.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -15.91% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,608 | $4,038-60.2% | $3,635-55.7% | $4,740-66.1% |
| Participant deferral / active EE | $2,480 | $5,291-53.1% | $4,728-47.5% | $6,400-61.2% |
| Admin fee / account holder | $12,578 | $7,489+68.0% | $6,410+96.2% | $11,426+10.1% |