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 | $52,627 | $133,958-60.7% | $112,228-53.1% | $134,475-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.48% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,311 | $4,038+31.5% | $3,635+46.1% | $4,740+12.0% |
| Participant deferral / active EE | $3,418 | $5,291-35.4% | $4,728-27.7% | $6,400-46.6% |
| Admin fee / account holder | $470 | $7,489-93.7% | $6,410-92.7% | $11,426-95.9% |