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 | $37,321 | $95,971-61.1% | $74,550-49.9% | $135,375-72.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.05% | 56.96%-65.0pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,465 | $2,716+101.2% | $1,961+178.7% | $4,779+14.4% |
| Participant deferral / active EE | $3,437 | $3,843-10.6% | $3,108+10.6% | $5,609-38.7% |
| Admin fee / account holder | $947 | $6,522-85.5% | $5,060-81.3% | $10,827-91.3% |