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 | $58,286 | $133,958-56.5% | $112,228-48.1% | $134,475-56.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.52% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,273 | $4,038-43.7% | $3,635-37.5% | $4,740-52.1% |
| Participant deferral / active EE | $11,299 | $5,291+113.6% | $4,728+139.0% | $6,400+76.5% |
| Admin fee / account holder | $311 | $7,489-95.9% | $6,410-95.2% | $11,426-97.3% |