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 | $92,773 | $152,509-39.2% | $117,472-21.0% | $134,475-31.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.30% | 52.99%-68.3pp | 29.74%-45.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,973 | $5,571+61.1% | $4,176+114.9% | $4,740+89.3% |
| Participant deferral / active EE | $6,578 | $4,818+36.5% | $4,070+61.6% | $6,400+2.8% |
| Admin fee / account holder | $869 | $7,004-87.6% | $5,645-84.6% | $11,426-92.4% |