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 | $40,675 | $90,600-55.1% | $79,464-48.8% | $135,375-70.0% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -4.72% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,069 | $3,0680% | $2,800+9.6% | $4,779-35.8% |
| Participant deferral / active EE | $4,369 | $4,050+7.9% | $3,704+18.0% | $5,609-22.1% |
| Admin fee / account holder | $1,938 | $5,907-67.2% | $5,113-62.1% | $10,827-82.1% |