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 | $52,798 | $67,331-21.6% | $60,874-13.3% | $134,475-60.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.70% | 49.93%-64.6pp | 16.90%-31.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,275 | $3,096+70.4% | $2,701+95.3% | $4,740+11.3% |
| Participant deferral / active EE | $2,641 | $4,538-41.8% | $3,817-30.8% | $6,400-58.7% |
| Admin fee / account holder | $4,935 | $4,582+7.7% | $3,224+53.1% | $11,426-56.8% |