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 | $64,865 | $129,942-50.1% | $104,294-37.8% | $134,475-51.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.07% | 42.03%-48.1pp | 24.61%-30.7pp | 417.96%-424.0pp |
| Employer contribution / active EE | $6,629 | $4,184+58.4% | $3,372+96.6% | $4,740+39.9% |
| Participant deferral / active EE | $2,093 | $5,588-62.6% | $4,625-54.8% | $6,400-67.3% |
| Admin fee / account holder | $10,550 | $9,323+13.2% | $7,339+43.7% | $11,426-7.7% |