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 | $78,675 | $95,971-18.0% | $74,550+5.5% | $135,375-41.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.55% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $8,343 | $2,716+207.2% | $1,961+325.5% | $4,779+74.6% |
| Participant deferral / active EE | $1,770 | $3,843-54.0% | $3,108-43.1% | $5,609-68.4% |
| Admin fee / account holder | $47,674 | $6,522+631.0% | $5,060+842.3% | $10,827+340.3% |