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 | $58,951 | $93,024-36.6% | $77,024-23.5% | $134,475-56.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.65% | 62.60%-78.2pp | 42.32%-58.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,218 | $3,418-5.8% | $2,812+14.4% | $4,740-32.1% |
| Participant deferral / active EE | $8,565 | $5,238+63.5% | $4,426+93.5% | $6,400+33.8% |
| Admin fee / account holder | $2,009 | $6,944-71.1% | $5,425-63.0% | $11,426-82.4% |