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 | $51,798 | $95,971-46.0% | $74,550-30.5% | $135,375-61.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.42% | 56.96%-62.4pp | 32.53%-38.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,949 | $2,716-28.3% | $1,961-0.6% | $4,779-59.2% |
| Participant deferral / active EE | $5,835 | $3,843+51.8% | $3,108+87.7% | $5,609+4.0% |
| Admin fee / account holder | $1,622 | $6,522-75.1% | $5,060-67.9% | $10,827-85.0% |