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 | $72,452 | $129,942-44.2% | $104,294-30.5% | $134,475-46.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.78% | 42.03%-59.8pp | 24.61%-42.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,039 | $4,184+20.4% | $3,372+49.4% | $4,740+6.3% |
| Participant deferral / active EE | $9,409 | $5,588+68.4% | $4,625+103.4% | $6,400+47.0% |
| Admin fee / account holder | $2,588 | $9,323-72.2% | $7,339-64.7% | $11,426-77.4% |