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 | $92,023 | $95,971-4.1% | $74,550+23.4% | $135,375-32.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.69% | 56.96%-62.7pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,165 | $2,716-57.1% | $1,961-40.6% | $4,779-75.6% |
| Participant deferral / active EE | $1,516 | $3,843-60.6% | $3,108-51.2% | $5,609-73.0% |
| Admin fee / account holder | $336 | $6,522-94.8% | $5,060-93.4% | $10,827-96.9% |