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 | $73,988 | $152,509-51.5% | $117,472-37.0% | $134,475-45.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.08% | 52.99%-71.1pp | 29.74%-47.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,659 | $5,571-34.3% | $4,176-12.4% | $4,740-22.8% |
| Participant deferral / active EE | $2,999 | $4,818-37.8% | $4,070-26.3% | $6,400-53.1% |
| Admin fee / account holder | $2,703 | $7,004-61.4% | $5,645-52.1% | $11,426-76.3% |