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 6-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 | $32,240 | $133,958-75.9% | $112,228-71.3% | $134,475-76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.75% | 47.11%-52.9pp | 27.45%-33.2pp | 417.96%-423.7pp |
| Employer contribution / active EE | $3,784 | $4,038-6.3% | $3,635+4.1% | $4,740-20.2% |
| Participant deferral / active EE | $5,649 | $5,291+6.8% | $4,728+19.5% | $6,400-11.7% |
| Admin fee / account holder | $2,374 | $7,489-68.3% | $6,410-63.0% | $11,426-79.2% |