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 | $73,421 | $95,971-23.5% | $74,550-1.5% | $135,375-45.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.42% | 56.96%-65.4pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,703 | $2,716-37.3% | $1,961-13.2% | $4,779-64.4% |
| Participant deferral / active EE | $4,729 | $3,843+23.0% | $3,108+52.1% | $5,609-15.7% |
| Admin fee / account holder | $638 | $6,522-90.2% | $5,060-87.4% | $10,827-94.1% |