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 | $50,702 | $93,024-45.5% | $77,024-34.2% | $134,475-62.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.51% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,015 | $3,418-70.3% | $2,812-63.9% | $4,740-78.6% |
| Participant deferral / active EE | $1,045 | $5,238-80.0% | $4,426-76.4% | $6,400-83.7% |
| Admin fee / account holder | $1,553 | $6,944-77.6% | $5,425-71.4% | $11,426-86.4% |