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 | $77,434 | $76,000+1.9% | $154,107-49.8% | $64,186+20.6% |
| Participation rate | 83.7% | 70.4%+13.3pp | 83.0%+0.6pp | 69.6%+14.1pp |
| Annual return | -4.85% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,489 | $3,351-25.7% | $5,298-53.0% | $2,381+4.6% |
| Participant deferral / active EE | $4,840 | $3,175+52.4% | $5,081-4.7% | $3,470+39.5% |
| Admin fee / account holder | $997 | $5,596-82.2% | $13,411-92.6% | $4,888-79.6% |