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 | $113,097 | $95,971+17.8% | $74,550+51.7% | $135,375-16.5% |
| Participation rate | 73.3% | 75.7%-2.3pp | 69.1%+4.2pp | 82.6%-9.3pp |
| Annual return | -5.28% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,682 | $2,716-38.1% | $1,961-14.2% | $4,779-64.8% |
| Participant deferral / active EE | $4,095 | $3,843+6.5% | $3,108+31.8% | $5,609-27.0% |
| Admin fee / account holder | $30,530 | $6,522+368.1% | $5,060+503.4% | $10,827+182.0% |