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 | $45,531 | $129,942-65.0% | $104,294-56.3% | $134,475-66.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.45% | 42.03%-60.5pp | 24.61%-43.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,499 | $4,184-40.3% | $3,372-25.9% | $4,740-47.3% |
| Participant deferral / active EE | $5,366 | $5,588-4.0% | $4,625+16.0% | $6,400-16.2% |
| Admin fee / account holder | $552 | $9,323-94.1% | $7,339-92.5% | $11,426-95.2% |