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 | $20,744 | $100,754-79.4% | $86,677-76.1% | $134,475-84.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.16% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,683 | $3,489-51.8% | $2,836-40.7% | $4,740-64.5% |
| Participant deferral / active EE | $2,800 | $5,338-47.5% | $4,656-39.9% | $6,400-56.2% |
| Admin fee / account holder | $2,372 | $10,926-78.3% | $7,493-68.3% | $11,426-79.2% |