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 | $54,811 | $92,703-40.9% | $82,719-33.7% | $134,475-59.2% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -19.12% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,170 | $3,274-3.2% | $3,009+5.3% | $4,740-33.1% |
| Participant deferral / active EE | $8,755 | $4,802+82.3% | $4,395+99.2% | $6,400+36.8% |
| Admin fee / account holder | $2,686 | $5,983-55.1% | $5,329-49.6% | $11,426-76.5% |