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 | $63,495 | $129,942-51.1% | $104,294-39.1% | $134,475-52.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.98% | 42.03%-52.0pp | 24.61%-34.6pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,900 | $4,184-30.7% | $3,372-14.0% | $4,740-38.8% |
| Participant deferral / active EE | $1,860 | $5,588-66.7% | $4,625-59.8% | $6,400-70.9% |
| Admin fee / account holder | $10,254 | $9,323+10.0% | $7,339+39.7% | $11,426-10.3% |