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 | $54,939 | $129,942-57.7% | $104,294-47.3% | $134,475-59.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | 42.03%-60.0pp | 24.61%-42.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,526 | $4,184-39.6% | $3,372-25.1% | $4,740-46.7% |
| Participant deferral / active EE | $4,393 | $5,588-21.4% | $4,625-5.0% | $6,400-31.4% |
| Admin fee / account holder | $2,251 | $9,323-75.9% | $7,339-69.3% | $11,426-80.3% |