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 | $42,303 | $133,958-68.4% | $112,228-62.3% | $134,475-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.96% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,405 | $4,038-40.4% | $3,635-33.8% | $4,740-49.3% |
| Participant deferral / active EE | $3,261 | $5,291-38.4% | $4,728-31.0% | $6,400-49.0% |
| Admin fee / account holder | $1,067 | $7,489-85.8% | $6,410-83.4% | $11,426-90.7% |