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 | $65,325 | $133,958-51.2% | $112,228-41.8% | $134,475-51.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.28% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,270 | $4,038-19.0% | $3,635-10.0% | $4,740-31.0% |
| Participant deferral / active EE | $10,900 | $5,291+106.0% | $4,728+130.5% | $6,400+70.3% |
| Admin fee / account holder | $21,783 | $7,489+190.9% | $6,410+239.8% | $11,426+90.6% |