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 | $55,634 | $84,402-34.1% | $61,373-9.4% | $134,475-58.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.50% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,361 | $1,544-11.9% | $1,159+17.4% | $4,740-71.3% |
| Participant deferral / active EE | $6,783 | $2,819+140.6% | $2,125+219.2% | $6,400+6.0% |
| Admin fee / account holder | $395 | $2,585-84.7% | $2,130-81.4% | $11,426-96.5% |