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 | $34,549 | $93,024-62.9% | $77,024-55.1% | $134,475-74.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.88% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,123 | $3,418+49.9% | $2,812+82.2% | $4,740+8.1% |
| Participant deferral / active EE | $4,468 | $5,238-14.7% | $4,426+0.9% | $6,400-30.2% |
| Admin fee / account holder | $532 | $6,944-92.3% | $5,425-90.2% | $11,426-95.3% |