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 | $92,477 | $95,971-3.6% | $74,550+24.0% | $135,375-31.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.19% | 56.96%-61.1pp | 32.53%-36.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,027 | $2,716-25.4% | $1,961+3.3% | $4,779-57.6% |
| Participant deferral / active EE | $2,027 | $3,843-47.3% | $3,108-34.8% | $5,609-63.9% |
| Admin fee / account holder | $11,809 | $6,522+81.1% | $5,060+133.4% | $10,827+9.1% |