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 | $32,512 | $75,828-57.1% | $147,614-78.0% | $59,632-45.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.92% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $3,536 | $3,485+1.5% | $5,564-36.5% | $2,203+60.5% |
| Participant deferral / active EE | $4,802 | $3,130+53.4% | $4,895-1.9% | $3,192+50.5% |
| Admin fee / account holder | $1,025 | $5,985-82.9% | $11,611-91.2% | $4,297-76.1% |