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 | $64,408 | $67,331-4.3% | $60,874+5.8% | $134,475-52.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.04% | 49.93%-70.0pp | 16.90%-36.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,528 | $3,096-18.3% | $2,701-6.4% | $4,740-46.7% |
| Participant deferral / active EE | $2,994 | $4,538-34.0% | $3,817-21.6% | $6,400-53.2% |
| Admin fee / account holder | $792 | $4,582-82.7% | $3,224-75.4% | $11,426-93.1% |