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 | $42,106 | $129,942-67.6% | $104,294-59.6% | $134,475-68.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.64% | 42.03%-60.7pp | 24.61%-43.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,042 | $4,184-3.4% | $3,372+19.9% | $4,740-14.7% |
| Participant deferral / active EE | $4,205 | $5,588-24.7% | $4,625-9.1% | $6,400-34.3% |
| Admin fee / account holder | $2,076 | $9,323-77.7% | $7,339-71.7% | $11,426-81.8% |