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 | $57,298 | $67,331-14.9% | $60,874-5.9% | $134,475-57.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.56% | 49.93%-64.5pp | 16.90%-31.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,326 | $3,096+7.4% | $2,701+23.1% | $4,740-29.8% |
| Participant deferral / active EE | $8,118 | $4,538+78.9% | $3,817+112.7% | $6,400+26.9% |
| Admin fee / account holder | $5,653 | $4,582+23.4% | $3,224+75.3% | $11,426-50.5% |