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 | $30,232 | $77,813-61.1% | $123,544-75.5% | $64,186-52.9% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -1.44% | 12.48%-13.9pp | 119.20%-120.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $3,250 | $3,014+7.8% | $4,628-29.8% | $2,381+36.5% |
| Participant deferral / active EE | $6,264 | $5,240+19.6% | $6,426-2.5% | $3,470+80.6% |
| Admin fee / account holder | $782 | $5,519-85.8% | $9,284-91.6% | $4,888-84.0% |