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 | $82,865 | $133,958-38.1% | $112,228-26.2% | $134,475-38.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.67% | 47.11%-54.8pp | 27.45%-35.1pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,364 | $4,038-66.2% | $3,635-62.5% | $4,740-71.2% |
| Participant deferral / active EE | $4,730 | $5,291-10.6% | $4,7280% | $6,400-26.1% |
| Admin fee / account holder | $18,332 | $7,489+144.8% | $6,410+186.0% | $11,426+60.4% |