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 | $27,635 | $67,331-59.0% | $60,874-54.6% | $134,475-79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.04% | 49.93%-70.0pp | 16.90%-36.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,714 | $3,096-12.4% | $2,701+0.5% | $4,740-42.7% |
| Participant deferral / active EE | $3,199 | $4,538-29.5% | $3,817-16.2% | $6,400-50.0% |
| Admin fee / account holder | $6,398 | $4,582+39.6% | $3,224+98.4% | $11,426-44.0% |