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 | $68,969 | $133,958-48.5% | $112,228-38.5% | $134,475-48.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.26% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,543 | $4,038-12.3% | $3,635-2.5% | $4,740-25.2% |
| Participant deferral / active EE | $8,750 | $5,291+65.4% | $4,728+85.1% | $6,400+36.7% |
| Admin fee / account holder | $1,508 | $7,489-79.9% | $6,410-76.5% | $11,426-86.8% |