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 | $36,273 | $133,958-72.9% | $112,228-67.7% | $134,475-73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.13% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,500 | $4,038-38.1% | $3,635-31.2% | $4,740-47.3% |
| Participant deferral / active EE | $6,884 | $5,291+30.1% | $4,728+45.6% | $6,400+7.6% |
| Admin fee / account holder | $349 | $7,489-95.3% | $6,410-94.5% | $11,426-96.9% |