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 | $56,828 | $95,971-40.8% | $74,550-23.8% | $135,375-58.0% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -7.79% | 56.96%-64.8pp | 32.53%-40.3pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,236 | $2,716+92.8% | $1,961+167.0% | $4,779+9.6% |
| Participant deferral / active EE | $3,599 | $3,843-6.4% | $3,108+15.8% | $5,609-35.8% |
| Admin fee / account holder | $460 | $6,522-92.9% | $5,060-90.9% | $10,827-95.8% |