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 | $27,379 | $95,971-71.5% | $74,550-63.3% | $135,375-79.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.57% | 56.96%-64.5pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,704 | $2,716-0.5% | $1,961+37.9% | $4,779-43.4% |
| Participant deferral / active EE | $7,454 | $3,843+93.9% | $3,108+139.8% | $5,609+32.9% |
| Admin fee / account holder | $6,985 | $6,522+7.1% | $5,060+38.1% | $10,827-35.5% |