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 7-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 | $48,186 | $95,971-49.8% | $74,550-35.4% | $135,375-64.4% |
| Participation rate | 90.5% | 75.7%+14.8pp | 69.1%+21.3pp | 82.6%+7.8pp |
| Annual return | -8.11% | 56.96%-65.1pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,827 | $2,716-32.7% | $1,961-6.8% | $4,779-61.8% |
| Participant deferral / active EE | $3,499 | $3,843-9.0% | $3,108+12.6% | $5,609-37.6% |
| Admin fee / account holder | $567 | $6,522-91.3% | $5,060-88.8% | $10,827-94.8% |