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 | $69,762 | $133,958-47.9% | $112,228-37.8% | $134,475-48.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.77% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,424 | $4,038-15.2% | $3,635-5.8% | $4,740-27.7% |
| Participant deferral / active EE | $9,501 | $5,291+79.6% | $4,728+100.9% | $6,400+48.5% |
| Admin fee / account holder | $4,535 | $7,489-39.4% | $6,410-29.3% | $11,426-60.3% |