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 | $63,183 | $92,703-31.8% | $82,719-23.6% | $134,475-53.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.27% | 944.92%-956.2pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,794 | $3,274-14.7% | $3,009-7.1% | $4,740-41.1% |
| Participant deferral / active EE | $4,634 | $4,802-3.5% | $4,395+5.4% | $6,400-27.6% |
| Admin fee / account holder | $11,147 | $5,983+86.3% | $5,329+109.2% | $11,426-2.4% |