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 | $49,590 | $100,754-50.8% | $86,677-42.8% | $134,475-63.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.86% | 29.04%-44.9pp | 35.91%-51.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,824 | $3,489-19.1% | $2,836-0.4% | $4,740-40.4% |
| Participant deferral / active EE | $4,314 | $5,338-19.2% | $4,656-7.3% | $6,400-32.6% |
| Admin fee / account holder | $813 | $10,926-92.6% | $7,493-89.2% | $11,426-92.9% |