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 | $45,884 | $133,958-65.7% | $112,228-59.1% | $134,475-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,510 | $4,038+11.7% | $3,635+24.1% | $4,740-4.8% |
| Participant deferral / active EE | $9,329 | $5,291+76.3% | $4,728+97.3% | $6,400+45.8% |
| Admin fee / account holder | $3,463 | $7,489-53.8% | $6,410-46.0% | $11,426-69.7% |