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 | $82,227 | $133,958-38.6% | $112,228-26.7% | $134,475-38.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.01% | 47.11%-67.1pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $17,179 | $4,038+325.4% | $3,635+372.6% | $4,740+262.4% |
| Participant deferral / active EE | $16,328 | $5,291+208.6% | $4,728+245.3% | $6,400+155.1% |
| Admin fee / account holder | $3,363 | $7,489-55.1% | $6,410-47.5% | $11,426-70.6% |