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 | $48,676 | $100,754-51.7% | $86,677-43.8% | $134,475-63.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.70% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $7,096 | $3,489+103.4% | $2,836+150.2% | $4,740+49.7% |
| Participant deferral / active EE | $7,206 | $5,338+35.0% | $4,656+54.8% | $6,400+12.6% |
| Admin fee / account holder | $53,771 | $10,926+392.1% | $7,493+617.6% | $11,426+370.6% |