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 | $69,264 | $95,971-27.8% | $74,550-7.1% | $135,375-48.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.12% | 56.96%-62.1pp | 32.53%-37.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,141 | $2,716-58.0% | $1,961-41.8% | $4,779-76.1% |
| Participant deferral / active EE | $5,231 | $3,843+36.1% | $3,108+68.3% | $5,609-6.7% |
| Admin fee / account holder | $1,365 | $6,522-79.1% | $5,060-73.0% | $10,827-87.4% |