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 | $42,076 | $133,958-68.6% | $112,228-62.5% | $134,475-68.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.74% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,467 | $4,038+60.2% | $3,635+77.9% | $4,740+36.5% |
| Participant deferral / active EE | $6,118 | $5,291+15.6% | $4,728+29.4% | $6,400-4.4% |
| Admin fee / account holder | $1,132 | $7,489-84.9% | $6,410-82.3% | $11,426-90.1% |