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 | $37,192 | $133,958-72.2% | $112,228-66.9% | $134,475-72.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.38% | 47.11%-54.5pp | 27.45%-34.8pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,122 | $4,038-47.4% | $3,635-41.6% | $4,740-55.2% |
| Participant deferral / active EE | $2,185 | $5,291-58.7% | $4,728-53.8% | $6,400-65.9% |
| Admin fee / account holder | $3,007 | $7,489-59.8% | $6,410-53.1% | $11,426-73.7% |