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 | $61,525 | $93,024-33.9% | $77,024-20.1% | $134,475-54.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.98% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,943 | $3,418-13.9% | $2,812+4.6% | $4,740-37.9% |
| Participant deferral / active EE | $5,262 | $5,238+0.5% | $4,426+18.9% | $6,400-17.8% |
| Admin fee / account holder | $1,172 | $6,944-83.1% | $5,425-78.4% | $11,426-89.7% |