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 | $39,027 | $175,600-77.8% | $129,110-69.8% | $134,475-71.0% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.3%+7.0pp | 81.2%+3.0pp |
| Annual return | -17.84% | -11.39%-6.5pp | -10.94%-6.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,501 | $6,355-44.9% | $5,052-30.7% | $4,740-26.1% |
| Participant deferral / active EE | $5,242 | $7,975-34.3% | $6,542-19.9% | $6,400-18.1% |
| Admin fee / account holder | $443 | $23,567-98.1% | $14,302-96.9% | $11,426-96.1% |