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 | $62,480 | $84,402-26.0% | $61,373+1.8% | $134,475-53.5% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -13.87% | 584.55%-598.4pp | 338.61%-352.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,138 | $1,544-26.3% | $1,159-1.9% | $4,740-76.0% |
| Participant deferral / active EE | $4,895 | $2,819+73.7% | $2,125+130.4% | $6,400-23.5% |
| Admin fee / account holder | $13,825 | $2,585+434.8% | $2,130+549.1% | $11,426+21.0% |