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 | $84,736 | $95,971-11.7% | $74,550+13.7% | $135,375-37.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.69% | 56.96%-61.7pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $8,840 | $2,716+225.5% | $1,961+350.8% | $4,779+85.0% |
| Participant deferral / active EE | $9,800 | $3,843+155.0% | $3,108+215.3% | $5,609+74.7% |
| Admin fee / account holder | $367 | $6,522-94.4% | $5,060-92.7% | $10,827-96.6% |