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 | $26,914 | $92,703-71.0% | $82,719-67.5% | $134,475-80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.84% | 944.92%-950.8pp | 701.18%-707.0pp | 417.96%-423.8pp |
| Employer contribution / active EE | $4,279 | $3,274+30.7% | $3,009+42.2% | $4,740-9.7% |
| Participant deferral / active EE | $1,866 | $4,802-61.2% | $4,395-57.6% | $6,400-70.9% |
| Admin fee / account holder | $25,379 | $5,983+324.2% | $5,329+376.3% | $11,426+122.1% |