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 | $39,408 | $133,958-70.6% | $112,228-64.9% | $134,475-70.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.87% | 47.11%-57.0pp | 27.45%-37.3pp | 417.96%-427.8pp |
| Employer contribution / active EE | $3,948 | $4,038-2.2% | $3,635+8.6% | $4,740-16.7% |
| Participant deferral / active EE | $8,564 | $5,291+61.9% | $4,728+81.1% | $6,400+33.8% |
| Admin fee / account holder | $19,577 | $7,489+161.4% | $6,410+205.4% | $11,426+71.3% |