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 | $46,262 | $100,754-54.1% | $86,677-46.6% | $134,475-65.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.24% | 29.04%-48.3pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,009 | $3,489-13.8% | $2,836+6.1% | $4,740-36.5% |
| Participant deferral / active EE | $8,173 | $5,338+53.1% | $4,656+75.6% | $6,400+27.7% |
| Admin fee / account holder | $6,442 | $10,926-41.0% | $7,493-14.0% | $11,426-43.6% |