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 | $102,543 | $95,971+6.8% | $74,550+37.5% | $135,375-24.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.98% | 56.96%-62.9pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,656 | $2,716-2.2% | $1,961+35.4% | $4,779-44.4% |
| Participant deferral / active EE | $8,021 | $3,843+108.7% | $3,108+158.1% | $5,609+43.0% |
| Admin fee / account holder | $5,596 | $6,522-14.2% | $5,060+10.6% | $10,827-48.3% |