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 | $43,652 | $67,331-35.2% | $60,874-28.3% | $134,475-67.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.92% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,775 | $3,096+54.2% | $2,701+76.8% | $4,740+0.7% |
| Participant deferral / active EE | $7,095 | $4,538+56.3% | $3,817+85.9% | $6,400+10.9% |
| Admin fee / account holder | $3,067 | $4,582-33.1% | $3,224-4.9% | $11,426-73.2% |