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 | $59,309 | $117,690-49.6% | $71,735-17.3% | $134,475-55.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -13.95% | 25.44%-39.4pp | 9.14%-23.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,121 | $2,525+63.2% | $1,704+141.8% | $4,740-13.1% |
| Participant deferral / active EE | $1,224 | $3,759-67.4% | $2,658-53.9% | $6,400-80.9% |
| Admin fee / account holder | $2,969 | $6,379-53.5% | $3,974-25.3% | $11,426-74.0% |