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 | $45,187 | $129,942-65.2% | $104,294-56.7% | $134,475-66.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | 42.03%-60.3pp | 24.61%-42.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,142 | $4,184+46.8% | $3,372+82.2% | $4,740+29.6% |
| Participant deferral / active EE | $10,218 | $5,588+82.9% | $4,625+120.9% | $6,400+59.7% |
| Admin fee / account holder | $11,601 | $9,323+24.4% | $7,339+58.1% | $11,426+1.5% |