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 | $49,368 | $133,958-63.1% | $112,228-56.0% | $134,475-63.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.75% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,514 | $4,038-62.5% | $3,635-58.3% | $4,740-68.1% |
| Participant deferral / active EE | $4,601 | $5,291-13.0% | $4,728-2.7% | $6,400-28.1% |
| Admin fee / account holder | $1,368 | $7,489-81.7% | $6,410-78.7% | $11,426-88.0% |