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 | $74,908 | $129,942-42.4% | $104,294-28.2% | $134,475-44.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.59% | 42.03%-54.6pp | 24.61%-37.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,596 | $4,184-14.1% | $3,372+6.6% | $4,740-24.1% |
| Participant deferral / active EE | $3,429 | $5,588-38.6% | $4,625-25.9% | $6,400-46.4% |
| Admin fee / account holder | $8,765 | $9,323-6.0% | $7,339+19.4% | $11,426-23.3% |