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 | $59,702 | $95,971-37.8% | $74,550-19.9% | $135,375-55.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.83% | 56.96%-64.8pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,426 | $2,716-47.5% | $1,961-27.3% | $4,779-70.2% |
| Participant deferral / active EE | $3,045 | $3,843-20.8% | $3,108-2.0% | $5,609-45.7% |
| Admin fee / account holder | $1,436 | $6,522-78.0% | $5,060-71.6% | $10,827-86.7% |