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 | $45,372 | $99,032-54.2% | $80,019-43.3% | $135,375-66.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.82% | 15.39%-24.2pp | 11.22%-20.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,772 | $3,043+23.9% | $2,468+52.8% | $4,779-21.1% |
| Participant deferral / active EE | $2,938 | $4,282-31.4% | $3,686-20.3% | $5,609-47.6% |
| Admin fee / account holder | $1,053 | $10,436-89.9% | $6,521-83.9% | $10,827-90.3% |