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 | $74,696 | $129,942-42.5% | $104,294-28.4% | $134,475-44.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -8.96% | 42.03%-51.0pp | 24.61%-33.6pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,568 | $4,184-38.6% | $3,372-23.8% | $4,740-45.8% |
| Participant deferral / active EE | $2,625 | $5,588-53.0% | $4,625-43.2% | $6,400-59.0% |
| Admin fee / account holder | $6,823 | $9,323-26.8% | $7,339-7.0% | $11,426-40.3% |