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 | $41,926 | $95,971-56.3% | $74,550-43.8% | $135,375-69.0% |
| Participation rate | 88.2% | 75.7%+12.6pp | 69.1%+19.1pp | 82.6%+5.6pp |
| Annual return | -6.07% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,537 | $2,716-6.6% | $1,961+29.4% | $4,779-46.9% |
| Participant deferral / active EE | $4,413 | $3,843+14.8% | $3,108+42.0% | $5,609-21.3% |
| Admin fee / account holder | $15,736 | $6,522+141.3% | $5,060+211.0% | $10,827+45.3% |