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 | $37,801 | $117,690-67.9% | $71,735-47.3% | $134,475-71.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.68% | 25.44%-43.1pp | 9.14%-26.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,521 | $2,525-39.8% | $1,704-10.8% | $4,740-67.9% |
| Participant deferral / active EE | $1,113 | $3,759-70.4% | $2,658-58.1% | $6,400-82.6% |
| Admin fee / account holder | $3,283 | $6,379-48.5% | $3,974-17.4% | $11,426-71.3% |