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 | $75,866 | $133,958-43.4% | $112,228-32.4% | $134,475-43.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.56% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,276 | $4,038-43.6% | $3,635-37.4% | $4,740-52.0% |
| Participant deferral / active EE | $5,192 | $5,291-1.9% | $4,728+9.8% | $6,400-18.9% |
| Admin fee / account holder | $417 | $7,489-94.4% | $6,410-93.5% | $11,426-96.3% |