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 | $47,694 | $133,958-64.4% | $112,228-57.5% | $134,475-64.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.82% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,267 | $4,038-43.9% | $3,635-37.6% | $4,740-52.2% |
| Participant deferral / active EE | $3,046 | $5,291-42.4% | $4,728-35.6% | $6,400-52.4% |
| Admin fee / account holder | $5,167 | $7,489-31.0% | $6,410-19.4% | $11,426-54.8% |