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 | $55,751 | $95,971-41.9% | $74,550-25.2% | $135,375-58.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.34% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,726 | $2,716+0.4% | $1,961+39.0% | $4,779-43.0% |
| Participant deferral / active EE | $5,531 | $3,843+43.9% | $3,108+78.0% | $5,609-1.4% |
| Admin fee / account holder | $13,430 | $6,522+105.9% | $5,060+165.4% | $10,827+24.0% |