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 | $74,846 | $95,971-22.0% | $74,550+0.4% | $135,375-44.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.00% | 56.96%-59.0pp | 32.53%-34.5pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,539 | $2,716-43.4% | $1,961-21.5% | $4,779-67.8% |
| Participant deferral / active EE | $1,344 | $3,843-65.0% | $3,108-56.8% | $5,609-76.0% |
| Admin fee / account holder | $1,119 | $6,522-82.8% | $5,060-77.9% | $10,827-89.7% |