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 5-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 | $38,953 | $147,727-73.6% | $115,756-66.3% | $134,475-71.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -15.88% | 73.96%-89.8pp | 143.14%-159.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,230 | $4,713-31.5% | $3,793-14.8% | $4,740-31.8% |
| Participant deferral / active EE | $3,943 | $7,563-47.9% | $6,254-36.9% | $6,400-38.4% |
| Admin fee / account holder | $13,270 | $14,571-8.9% | $8,124+63.3% | $11,426+16.1% |