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 | $77,744 | $133,958-42.0% | $112,228-30.7% | $134,475-42.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.52% | 47.11%-66.6pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,482 | $4,038+35.8% | $3,635+50.8% | $4,740+15.7% |
| Participant deferral / active EE | $9,727 | $5,291+83.8% | $4,728+105.7% | $6,400+52.0% |
| Admin fee / account holder | $1,109 | $7,489-85.2% | $6,410-82.7% | $11,426-90.3% |