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 | $29,558 | $129,942-77.3% | $104,294-71.7% | $134,475-78.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.20% | 42.03%-62.2pp | 24.61%-44.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,067 | $4,184-50.6% | $3,372-38.7% | $4,740-56.4% |
| Participant deferral / active EE | $3,495 | $5,588-37.4% | $4,625-24.4% | $6,400-45.4% |
| Admin fee / account holder | $5,441 | $9,323-41.6% | $7,339-25.9% | $11,426-52.4% |