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 7-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 | $72,291 | $92,703-22.0% | $82,719-12.6% | $134,475-46.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -11.31% | 944.92%-956.2pp | 701.18%-712.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,606 | $3,274-20.4% | $3,009-13.4% | $4,740-45.0% |
| Participant deferral / active EE | $6,434 | $4,802+34.0% | $4,395+46.4% | $6,400+0.5% |
| Admin fee / account holder | $53,544 | $5,983+795.0% | $5,329+904.8% | $11,426+368.6% |