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 | $62,523 | $133,958-53.3% | $112,228-44.3% | $134,475-53.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.37% | 47.11%-61.5pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,854 | $4,038+20.2% | $3,635+33.5% | $4,740+2.4% |
| Participant deferral / active EE | $2,265 | $5,291-57.2% | $4,728-52.1% | $6,400-64.6% |
| Admin fee / account holder | $15,755 | $7,489+110.4% | $6,410+145.8% | $11,426+37.9% |