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 | $85,439 | $133,958-36.2% | $112,228-23.9% | $134,475-36.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.42% | 47.11%-64.5pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,400 | $4,038-65.3% | $3,635-61.5% | $4,740-70.5% |
| Participant deferral / active EE | $4,031 | $5,291-23.8% | $4,728-14.7% | $6,400-37.0% |
| Admin fee / account holder | $511 | $7,489-93.2% | $6,410-92.0% | $11,426-95.5% |