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 | $92,877 | $95,971-3.2% | $74,550+24.6% | $135,375-31.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.03% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,905 | $2,716-29.9% | $1,961-2.9% | $4,779-60.1% |
| Participant deferral / active EE | $12,213 | $3,843+217.8% | $3,108+293.0% | $5,609+117.8% |
| Admin fee / account holder | $2,135 | $6,522-67.3% | $5,060-57.8% | $10,827-80.3% |