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 | $59,435 | $133,958-55.6% | $112,228-47.0% | $134,475-55.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.92% | 47.11%-51.0pp | 27.45%-31.4pp | 417.96%-421.9pp |
| Employer contribution / active EE | $2,600 | $4,038-35.6% | $3,635-28.5% | $4,740-45.1% |
| Participant deferral / active EE | $9,717 | $5,291+83.7% | $4,728+105.5% | $6,400+51.8% |
| Admin fee / account holder | $149,211 | $7,489+1892.5% | $6,410+2227.8% | $11,426+1205.9% |