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 | $34,805 | $95,971-63.7% | $74,550-53.3% | $135,375-74.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.11% | 56.96%-65.1pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,173 | $2,716-20.0% | $1,961+10.8% | $4,779-54.5% |
| Participant deferral / active EE | $4,943 | $3,843+28.6% | $3,108+59.0% | $5,609-11.9% |
| Admin fee / account holder | $585 | $6,522-91.0% | $5,060-88.4% | $10,827-94.6% |