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 | $53,421 | $133,958-60.1% | $112,228-52.4% | $134,475-60.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.98% | 47.11%-56.1pp | 27.45%-36.4pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,786 | $4,038-31.0% | $3,635-23.4% | $4,740-41.2% |
| Participant deferral / active EE | $5,321 | $5,291+0.6% | $4,728+12.5% | $6,400-16.9% |
| Admin fee / account holder | $1,960 | $7,489-73.8% | $6,410-69.4% | $11,426-82.8% |