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 | $35,964 | $95,971-62.5% | $74,550-51.8% | $135,375-73.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.27% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,321 | $2,716-14.5% | $1,961+18.4% | $4,779-51.4% |
| Participant deferral / active EE | $5,077 | $3,843+32.1% | $3,108+63.3% | $5,609-9.5% |
| Admin fee / account holder | $1,997 | $6,522-69.4% | $5,060-60.5% | $10,827-81.6% |