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 | $35,518 | $152,509-76.7% | $117,472-69.8% | $134,475-73.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.37% | 52.99%-67.4pp | 29.74%-44.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,129 | $5,571-43.8% | $4,176-25.1% | $4,740-34.0% |
| Participant deferral / active EE | $6,319 | $4,818+31.2% | $4,070+55.2% | $6,400-1.3% |
| Admin fee / account holder | $37,410 | $7,004+434.1% | $5,645+562.8% | $11,426+227.4% |