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 | $75,676 | $93,024-18.6% | $77,024-1.7% | $134,475-43.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.37% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,092 | $3,418-38.8% | $2,812-25.6% | $4,740-55.9% |
| Participant deferral / active EE | $5,620 | $5,238+7.3% | $4,426+27.0% | $6,400-12.2% |
| Admin fee / account holder | $5,080 | $6,944-26.9% | $5,425-6.4% | $11,426-55.5% |