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 | $86,346 | $133,958-35.5% | $112,228-23.1% | $134,475-35.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.48% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,139 | $4,038-22.3% | $3,635-13.6% | $4,740-33.8% |
| Participant deferral / active EE | $11,711 | $5,291+121.4% | $4,728+147.7% | $6,400+83.0% |
| Admin fee / account holder | $11,366 | $7,489+51.8% | $6,410+77.3% | $11,426-0.5% |