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 | $44,006 | $133,958-67.1% | $112,228-60.8% | $134,475-67.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.07% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,735 | $4,038-32.3% | $3,635-24.8% | $4,740-42.3% |
| Participant deferral / active EE | $5,400 | $5,291+2.1% | $4,728+14.2% | $6,400-15.6% |
| Admin fee / account holder | $170,333 | $7,489+2174.6% | $6,410+2557.3% | $11,426+1390.8% |