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 | $17,073 | $133,958-87.3% | $112,228-84.8% | $134,475-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.99% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,038 | $4,038-49.5% | $3,635-43.9% | $4,740-57.0% |
| Participant deferral / active EE | $5,323 | $5,291+0.6% | $4,728+12.6% | $6,400-16.8% |
| Admin fee / account holder | $2,904 | $7,489-61.2% | $6,410-54.7% | $11,426-74.6% |