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 | $52,392 | $133,958-60.9% | $112,228-53.3% | $134,475-61.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.76% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,357 | $4,038+32.7% | $3,635+47.4% | $4,740+13.0% |
| Participant deferral / active EE | $10,882 | $5,291+105.7% | $4,728+130.2% | $6,400+70.0% |
| Admin fee / account holder | $5,951 | $7,489-20.5% | $6,410-7.2% | $11,426-47.9% |