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 | $74,341 | $93,024-20.1% | $77,024-3.5% | $134,475-44.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.12% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,731 | $3,418-20.1% | $2,812-2.9% | $4,740-42.4% |
| Participant deferral / active EE | $6,057 | $5,238+15.6% | $4,426+36.8% | $6,400-5.4% |
| Admin fee / account holder | $711 | $6,944-89.8% | $5,425-86.9% | $11,426-93.8% |