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 | $63,668 | $95,971-33.7% | $74,550-14.6% | $135,375-53.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.66% | 56.96%-63.6pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $9,358 | $2,716+244.5% | $1,961+377.2% | $4,779+95.8% |
| Participant deferral / active EE | $5,429 | $3,843+41.3% | $3,108+74.7% | $5,609-3.2% |
| Admin fee / account holder | $738 | $6,522-88.7% | $5,060-85.4% | $10,827-93.2% |