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 | $37,794 | $39,162-3.5% | $100,671-62.5% | $59,632-36.6% |
| Participation rate | 95.3% | 55.9%+39.5pp | 70.7%+24.6pp | 68.7%+26.6pp |
| Annual return | -0.96% | 21.07%-22.0pp | 20.43%-21.4pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,360 | $1,151+192.0% | $4,012-16.3% | $2,203+52.5% |
| Participant deferral / active EE | $2,915 | $1,992+46.3% | $3,144-7.3% | $3,192-8.7% |
| Admin fee / account holder | $9,742 | $2,969+228.1% | $4,850+100.9% | $4,297+126.7% |