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 5-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 | $64,729 | $64,7070% | $112,228-42.3% | $68,494-5.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.43% | -11.40%-3.0pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $11,520 | $2,746+319.5% | $3,635+217.0% | $2,596+343.7% |
| Participant deferral / active EE | $4,210 | $3,565+18.1% | $4,728-11.0% | $4,027+4.5% |
| Admin fee / account holder | $787 | $5,232-84.9% | $6,410-87.7% | $5,403-85.4% |