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 | $115,511 | $133,958-13.8% | $112,228+2.9% | $134,475-14.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.97% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,036 | $4,038-74.3% | $3,635-71.5% | $4,740-78.1% |
| Participant deferral / active EE | $4,655 | $5,291-12.0% | $4,728-1.6% | $6,400-27.3% |
| Admin fee / account holder | $580 | $7,489-92.3% | $6,410-91.0% | $11,426-94.9% |