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 | $74,186 | $95,971-22.7% | $74,550-0.5% | $135,375-45.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.91% | 56.96%-63.9pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,208 | $2,716+54.9% | $1,961+114.6% | $4,779-11.9% |
| Participant deferral / active EE | $10,495 | $3,843+173.1% | $3,108+237.7% | $5,609+87.1% |
| Admin fee / account holder | $5,081 | $6,522-22.1% | $5,060+0.4% | $10,827-53.1% |