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 | $50,320 | $95,971-47.6% | $74,550-32.5% | $135,375-62.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.32% | 56.96%-62.3pp | 32.53%-37.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $708 | $2,716-73.9% | $1,961-63.9% | $4,779-85.2% |
| Participant deferral / active EE | $1,763 | $3,843-54.1% | $3,108-43.3% | $5,609-68.6% |
| Admin fee / account holder | $5,227 | $6,522-19.8% | $5,060+3.3% | $10,827-51.7% |