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 8-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 | $51,871 | $133,958-61.3% | $112,228-53.8% | $134,475-61.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.44% | 47.11%-59.6pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,224 | $4,038-20.2% | $3,635-11.3% | $4,740-32.0% |
| Participant deferral / active EE | $5,201 | $5,291-1.7% | $4,728+10.0% | $6,400-18.7% |
| Admin fee / account holder | $34,356 | $7,489+358.8% | $6,410+436.0% | $11,426+200.7% |