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 | $53,097 | $92,703-42.7% | $82,719-35.8% | $134,475-60.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.25% | 944.92%-965.2pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,886 | $3,274-11.8% | $3,009-4.1% | $4,740-39.1% |
| Participant deferral / active EE | $4,873 | $4,802+1.5% | $4,395+10.9% | $6,400-23.9% |
| Admin fee / account holder | $6,535 | $5,983+9.2% | $5,329+22.6% | $11,426-42.8% |