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 | $44,991 | $95,971-53.1% | $74,550-39.6% | $135,375-66.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.78% | 56.96%-64.7pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,819 | $2,716-33.0% | $1,961-7.2% | $4,779-61.9% |
| Participant deferral / active EE | $5,605 | $3,843+45.8% | $3,108+80.3% | $5,609-0.1% |
| Admin fee / account holder | $447 | $6,522-93.1% | $5,060-91.2% | $10,827-95.9% |