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 | $70,968 | $94,529-24.9% | $140,016-49.3% | $64,186+10.6% |
| Participation rate | 90.7% | 84.1%+6.6pp | 87.5%+3.2pp | 69.6%+21.2pp |
| Annual return | -7.07% | 7.77%-14.8pp | 651.12%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,339 | $3,812-12.4% | $5,606-40.4% | $2,381+40.3% |
| Participant deferral / active EE | $13,245 | $5,250+152.3% | $6,927+91.2% | $3,470+281.8% |
| Admin fee / account holder | $3,932 | $6,741-41.7% | $10,705-63.3% | $4,888-19.6% |