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 | $94,409 | $95,971-1.6% | $74,550+26.6% | $135,375-30.3% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -7.65% | 56.96%-64.6pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,672 | $2,716-38.4% | $1,961-14.7% | $4,779-65.0% |
| Participant deferral / active EE | $6,001 | $3,843+56.1% | $3,108+93.1% | $5,609+7.0% |
| Admin fee / account holder | $7,519 | $6,522+15.3% | $5,060+48.6% | $10,827-30.6% |