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 | $53,369 | $133,958-60.2% | $112,228-52.4% | $134,475-60.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.49% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $8,227 | $4,038+103.7% | $3,635+126.4% | $4,740+73.6% |
| Participant deferral / active EE | $8,941 | $5,291+69.0% | $4,728+89.1% | $6,400+39.7% |
| Admin fee / account holder | $4,843 | $7,489-35.3% | $6,410-24.4% | $11,426-57.6% |