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 | $63,249 | $133,958-52.8% | $112,228-43.6% | $134,475-53.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.12% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,998 | $4,038-25.8% | $3,635-17.5% | $4,740-36.7% |
| Participant deferral / active EE | $6,159 | $5,291+16.4% | $4,728+30.3% | $6,400-3.8% |
| Admin fee / account holder | $3,981 | $7,489-46.8% | $6,410-37.9% | $11,426-65.2% |