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 | $57,285 | $133,958-57.2% | $112,228-49.0% | $134,475-57.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.02% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $8,463 | $4,038+109.6% | $3,635+132.8% | $4,740+78.6% |
| Participant deferral / active EE | $3,848 | $5,291-27.3% | $4,728-18.6% | $6,400-39.9% |
| Admin fee / account holder | $5,744 | $7,489-23.3% | $6,410-10.4% | $11,426-49.7% |