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 | $56,557 | $129,942-56.5% | $104,294-45.8% | $134,475-57.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.86% | 42.03%-56.9pp | 24.61%-39.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,618 | $4,184+34.3% | $3,372+66.6% | $4,740+18.5% |
| Participant deferral / active EE | $2,026 | $5,588-63.7% | $4,625-56.2% | $6,400-68.3% |
| Admin fee / account holder | $14,066 | $9,323+50.9% | $7,339+91.7% | $11,426+23.1% |