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 | $87,554 | $95,971-8.8% | $74,550+17.4% | $135,375-35.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.53% | 56.96%-61.5pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,667 | $2,716-38.6% | $1,961-15.0% | $4,779-65.1% |
| Participant deferral / active EE | $1,989 | $3,843-48.3% | $3,108-36.0% | $5,609-64.5% |
| Admin fee / account holder | $1,257 | $6,522-80.7% | $5,060-75.2% | $10,827-88.4% |