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 6-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 | $21,601 | $129,942-83.4% | $104,294-79.3% | $134,475-83.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -5.40% | 42.03%-47.4pp | 24.61%-30.0pp | 417.96%-423.4pp |
| Employer contribution / active EE | $2,687 | $4,184-35.8% | $3,372-20.3% | $4,740-43.3% |
| Participant deferral / active EE | $3,279 | $5,588-41.3% | $4,625-29.1% | $6,400-48.8% |
| Admin fee / account holder | $2,334 | $9,323-75.0% | $7,339-68.2% | $11,426-79.6% |