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 5-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 | $60,572 | $67,331-10.0% | $60,874-0.5% | $134,475-55.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.01% | 49.93%-69.9pp | 16.90%-36.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $5,471 | $3,096+76.7% | $2,701+102.5% | $4,740+15.4% |
| Participant deferral / active EE | $18,068 | $4,538+298.1% | $3,817+373.4% | $6,400+182.3% |
| Admin fee / account holder | $942 | $4,582-79.4% | $3,224-70.8% | $11,426-91.8% |