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 | $53,892 | $67,331-20.0% | $60,874-11.5% | $134,475-59.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.86% | 49.93%-56.8pp | 16.90%-23.8pp | 417.96%-424.8pp |
| Employer contribution / active EE | $1,387 | $3,096-55.2% | $2,701-48.7% | $4,740-70.7% |
| Participant deferral / active EE | $1,950 | $4,538-57.0% | $3,817-48.9% | $6,400-69.5% |
| Admin fee / account holder | $15,634 | $4,582+241.2% | $3,224+384.9% | $11,426+36.8% |