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 | $46,063 | $133,958-65.6% | $112,228-59.0% | $134,475-65.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.94% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,217 | $4,038+54.0% | $3,635+71.0% | $4,740+31.2% |
| Participant deferral / active EE | $5,613 | $5,291+6.1% | $4,728+18.7% | $6,400-12.3% |
| Admin fee / account holder | $6,641 | $7,489-11.3% | $6,410+3.6% | $11,426-41.9% |