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 | $22,948 | $133,958-82.9% | $112,228-79.6% | $134,475-82.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.66% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,951 | $4,038-26.9% | $3,635-18.8% | $4,740-37.7% |
| Participant deferral / active EE | $4,895 | $5,291-7.5% | $4,728+3.5% | $6,400-23.5% |
| Admin fee / account holder | $2,843 | $7,489-62.0% | $6,410-55.7% | $11,426-75.1% |