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 | $61,653 | $133,958-54.0% | $112,228-45.1% | $134,475-54.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.12% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,882 | $4,038+45.7% | $3,635+61.8% | $4,740+24.1% |
| Participant deferral / active EE | $5,840 | $5,291+10.4% | $4,728+23.5% | $6,400-8.7% |
| Admin fee / account holder | $2,223 | $7,489-70.3% | $6,410-65.3% | $11,426-80.5% |