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 | $51,180 | $152,509-66.4% | $117,472-56.4% | $134,475-61.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 52.99%-70.7pp | 29.74%-47.5pp | 417.96%-435.7pp |
| Employer contribution / active EE | $749 | $5,571-86.6% | $4,176-82.1% | $4,740-84.2% |
| Participant deferral / active EE | $4,977 | $4,818+3.3% | $4,070+22.3% | $6,400-22.2% |
| Admin fee / account holder | $408 | $7,004-94.2% | $5,645-92.8% | $11,426-96.4% |