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 | $49,972 | $95,971-47.9% | $74,550-33.0% | $135,375-63.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.76% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,404 | $2,716-48.3% | $1,961-28.4% | $4,779-70.6% |
| Participant deferral / active EE | $1,861 | $3,843-51.6% | $3,108-40.1% | $5,609-66.8% |
| Admin fee / account holder | $1,638 | $6,522-74.9% | $5,060-67.6% | $10,827-84.9% |