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 | $65,447 | $133,958-51.1% | $112,228-41.7% | $134,475-51.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.82% | 47.11%-60.9pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,936 | $4,038-2.5% | $3,635+8.3% | $4,740-17.0% |
| Participant deferral / active EE | $8,094 | $5,291+53.0% | $4,728+71.2% | $6,400+26.5% |
| Admin fee / account holder | $1,833 | $7,489-75.5% | $6,410-71.4% | $11,426-84.0% |