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 | $35,796 | $55,041-35.0% | $45,164-20.7% | $134,475-73.4% |
| Participation rate | 85.7% | 63.8%+21.9pp | 55.2%+30.6pp | 81.2%+4.5pp |
| Annual return | -18.94% | -19.63%+0.7pp | -20.28%+1.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,542 | $3,006+51.1% | $2,321+95.7% | $4,740-4.2% |
| Participant deferral / active EE | $4,724 | $3,822+23.6% | $3,184+48.3% | $6,400-26.2% |
| Admin fee / account holder | $955 | $4,029-76.3% | $3,071-68.9% | $11,426-91.6% |