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 | $96,666 | $95,971+0.7% | $74,550+29.7% | $135,375-28.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.12% | 56.96%-64.1pp | 32.53%-39.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,249 | $2,716-54.0% | $1,961-36.3% | $4,779-73.9% |
| Participant deferral / active EE | $4,687 | $3,843+21.9% | $3,108+50.8% | $5,609-16.4% |
| Admin fee / account holder | $11,629 | $6,522+78.3% | $5,060+129.9% | $10,827+7.4% |