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 | $41,623 | $95,971-56.6% | $74,550-44.2% | $135,375-69.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 56.96%-64.0pp | 32.53%-39.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,609 | $2,716-40.8% | $1,961-17.9% | $4,779-66.3% |
| Participant deferral / active EE | $6,603 | $3,843+71.8% | $3,108+112.5% | $5,609+17.7% |
| Admin fee / account holder | $311 | $6,522-95.2% | $5,060-93.9% | $10,827-97.1% |