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 | $47,031 | $133,958-64.9% | $112,228-58.1% | $134,475-65.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,319 | $4,038+31.7% | $3,635+46.3% | $4,740+12.2% |
| Participant deferral / active EE | $3,855 | $5,291-27.1% | $4,728-18.5% | $6,400-39.8% |
| Admin fee / account holder | $1,555 | $7,489-79.2% | $6,410-75.7% | $11,426-86.4% |