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 | $40,562 | $133,958-69.7% | $112,228-63.9% | $134,475-69.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.33% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,172 | $4,038-21.4% | $3,635-12.7% | $4,740-33.1% |
| Participant deferral / active EE | $3,948 | $5,291-25.4% | $4,728-16.5% | $6,400-38.3% |
| Admin fee / account holder | $3,393 | $7,489-54.7% | $6,410-47.1% | $11,426-70.3% |