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 | $54,509 | $67,331-19.0% | $60,874-10.5% | $134,475-59.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.21% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $9,845 | $3,096+217.9% | $2,701+264.4% | $4,740+107.7% |
| Participant deferral / active EE | $9,101 | $4,538+100.5% | $3,817+138.4% | $6,400+42.2% |
| Admin fee / account holder | $44,499 | $4,582+871.2% | $3,224+1280.1% | $11,426+289.5% |