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 | $52,097 | $95,971-45.7% | $74,550-30.1% | $135,375-61.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.18% | 56.96%-63.1pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,288 | $2,716-52.6% | $1,961-34.3% | $4,779-73.1% |
| Participant deferral / active EE | $4,038 | $3,843+5.0% | $3,108+29.9% | $5,609-28.0% |
| Admin fee / account holder | $512 | $6,522-92.2% | $5,060-89.9% | $10,827-95.3% |