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 | $27,152 | $133,958-79.7% | $112,228-75.8% | $134,475-79.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.63% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,143 | $4,038-46.9% | $3,635-41.0% | $4,740-54.8% |
| Participant deferral / active EE | $1,749 | $5,291-66.9% | $4,728-63.0% | $6,400-72.7% |
| Admin fee / account holder | $8,161 | $7,489+9.0% | $6,410+27.3% | $11,426-28.6% |