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 | $54,769 | $152,509-64.1% | $117,472-53.4% | $134,475-59.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.13% | 52.99%-66.1pp | 29.74%-42.9pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,849 | $5,571+5.0% | $4,176+40.1% | $4,740+23.4% |
| Participant deferral / active EE | $8,030 | $4,818+66.7% | $4,070+97.3% | $6,400+25.5% |
| Admin fee / account holder | $5,835 | $7,004-16.7% | $5,645+3.4% | $11,426-48.9% |