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 | $23,632 | $95,971-75.4% | $74,550-68.3% | $135,375-82.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -5.43% | 56.96%-62.4pp | 32.53%-38.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,477 | $2,716-8.8% | $1,961+26.3% | $4,779-48.2% |
| Participant deferral / active EE | $6,350 | $3,843+65.2% | $3,108+104.3% | $5,609+13.2% |
| Admin fee / account holder | $11,580 | $6,522+77.6% | $5,060+128.9% | $10,827+7.0% |