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 | $51,862 | $90,600-42.8% | $79,464-34.7% | $135,375-61.7% |
| Participation rate | 90.5% | 76.0%+14.4pp | 73.3%+17.1pp | 82.6%+7.8pp |
| Annual return | -5.44% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $6,626 | $3,068+116.0% | $2,800+136.6% | $4,779+38.7% |
| Participant deferral / active EE | $6,361 | $4,050+57.1% | $3,704+71.7% | $5,609+13.4% |
| Admin fee / account holder | $12,406 | $5,907+110.0% | $5,113+142.6% | $10,827+14.6% |