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 | $35,619 | $95,971-62.9% | $74,550-52.2% | $135,375-73.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.81% | 56.96%-64.8pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,571 | $2,716+31.5% | $1,961+82.1% | $4,779-25.3% |
| Participant deferral / active EE | $1,486 | $3,843-61.3% | $3,108-52.2% | $5,609-73.5% |
| Admin fee / account holder | $854 | $6,522-86.9% | $5,060-83.1% | $10,827-92.1% |