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 | $84,406 | $133,958-37.0% | $112,228-24.8% | $134,475-37.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.39% | 47.11%-60.5pp | 27.45%-40.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,812 | $4,038-55.1% | $3,635-50.2% | $4,740-61.8% |
| Participant deferral / active EE | $7,796 | $5,291+47.4% | $4,728+64.9% | $6,400+21.8% |
| Admin fee / account holder | $25,004 | $7,489+233.9% | $6,410+290.1% | $11,426+118.8% |