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 | $119,382 | $92,703+28.8% | $82,719+44.3% | $134,475-11.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.17% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,348 | $3,274-58.8% | $3,009-55.2% | $4,740-71.6% |
| Participant deferral / active EE | $2,120 | $4,802-55.9% | $4,395-51.8% | $6,400-66.9% |
| Admin fee / account holder | $5,918 | $5,983-1.1% | $5,329+11.1% | $11,426-48.2% |