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 5-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 | $46,570 | $133,958-65.2% | $112,228-58.5% | $134,475-65.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.56% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,470 | $4,038-63.6% | $3,635-59.6% | $4,740-69.0% |
| Participant deferral / active EE | $2,808 | $5,291-46.9% | $4,728-40.6% | $6,400-56.1% |
| Admin fee / account holder | $6,704 | $7,489-10.5% | $6,410+4.6% | $11,426-41.3% |