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 | $66,570 | $133,958-50.3% | $112,228-40.7% | $134,475-50.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.12% | 47.11%-62.2pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,776 | $4,038+43.0% | $3,635+58.9% | $4,740+21.9% |
| Participant deferral / active EE | $9,846 | $5,291+86.1% | $4,728+108.3% | $6,400+53.9% |
| Admin fee / account holder | $5,872 | $7,489-21.6% | $6,410-8.4% | $11,426-48.6% |