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 | $91,970 | $133,958-31.3% | $112,228-18.1% | $134,475-31.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.22% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,391 | $4,038-16.0% | $3,635-6.7% | $4,740-28.5% |
| Participant deferral / active EE | $7,913 | $5,291+49.6% | $4,728+67.4% | $6,400+23.6% |
| Admin fee / account holder | $12,400 | $7,489+65.6% | $6,410+93.4% | $11,426+8.5% |