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 | $56,825 | $95,971-40.8% | $74,550-23.8% | $135,375-58.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.80% | 56.96%-60.8pp | 32.53%-36.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,818 | $2,716-33.1% | $1,961-7.3% | $4,779-62.0% |
| Participant deferral / active EE | $2,161 | $3,843-43.8% | $3,108-30.5% | $5,609-61.5% |
| Admin fee / account holder | $2,990 | $6,522-54.1% | $5,060-40.9% | $10,827-72.4% |