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 | $76,072 | $95,971-20.7% | $74,550+2.0% | $135,375-43.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.10% | 56.96%-63.1pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,400 | $2,716-11.6% | $1,961+22.4% | $4,779-49.8% |
| Participant deferral / active EE | $8,231 | $3,843+114.2% | $3,108+164.8% | $5,609+46.8% |
| Admin fee / account holder | $7,562 | $6,522+15.9% | $5,060+49.5% | $10,827-30.2% |