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 | $27,696 | $95,971-71.1% | $74,550-62.8% | $135,375-79.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.97% | 56.96%-62.9pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $973 | $2,716-64.2% | $1,961-50.4% | $4,779-79.6% |
| Participant deferral / active EE | $1,344 | $3,843-65.0% | $3,108-56.8% | $5,609-76.0% |
| Admin fee / account holder | $4,312 | $6,522-33.9% | $5,060-14.8% | $10,827-60.2% |