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 | $41,310 | $95,971-57.0% | $74,550-44.6% | $135,375-69.5% |
| Participation rate | 90.5% | 75.7%+14.8pp | 69.1%+21.3pp | 82.6%+7.8pp |
| Annual return | -6.15% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,405 | $2,716-11.5% | $1,961+22.6% | $4,779-49.7% |
| Participant deferral / active EE | $5,176 | $3,843+34.7% | $3,108+66.5% | $5,609-7.7% |
| Admin fee / account holder | $7,216 | $6,522+10.6% | $5,060+42.6% | $10,827-33.4% |