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 | $51,613 | $67,331-23.3% | $60,874-15.2% | $134,475-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.61% | 49.93%-68.5pp | 16.90%-35.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,395 | $3,096-22.7% | $2,701-11.4% | $4,740-49.5% |
| Participant deferral / active EE | $3,695 | $4,538-18.6% | $3,817-3.2% | $6,400-42.3% |
| Admin fee / account holder | $1,164 | $4,582-74.6% | $3,224-63.9% | $11,426-89.8% |