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 9-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 | $32,851 | $133,958-75.5% | $112,228-70.7% | $134,475-75.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.79% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,510 | $4,038+11.7% | $3,635+24.1% | $4,740-4.9% |
| Participant deferral / active EE | $5,637 | $5,291+6.5% | $4,728+19.2% | $6,400-11.9% |
| Admin fee / account holder | $390 | $7,489-94.8% | $6,410-93.9% | $11,426-96.6% |