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 | $53,916 | $133,958-59.8% | $112,228-52.0% | $134,475-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.41% | 47.11%-64.5pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,001 | $4,038-50.4% | $3,635-44.9% | $4,740-57.8% |
| Participant deferral / active EE | $5,331 | $5,291+0.8% | $4,728+12.8% | $6,400-16.7% |
| Admin fee / account holder | $13,989 | $7,489+86.8% | $6,410+118.2% | $11,426+22.4% |