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 | $110,545 | $133,958-17.5% | $112,228-1.5% | $134,475-17.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.55% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,753 | $4,038-7.1% | $3,635+3.3% | $4,740-20.8% |
| Participant deferral / active EE | $13,283 | $5,291+151.1% | $4,728+180.9% | $6,400+107.5% |
| Admin fee / account holder | $5,801 | $7,489-22.5% | $6,410-9.5% | $11,426-49.2% |