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 | $50,674 | $95,971-47.2% | $74,550-32.0% | $135,375-62.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.31% | 56.96%-64.3pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,528 | $2,716-43.7% | $1,961-22.1% | $4,779-68.0% |
| Participant deferral / active EE | $1,862 | $3,843-51.6% | $3,108-40.1% | $5,609-66.8% |
| Admin fee / account holder | $3,015 | $6,522-53.8% | $5,060-40.4% | $10,827-72.1% |