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 | $43,211 | $92,703-53.4% | $82,719-47.8% | $134,475-67.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.75% | 944.92%-965.7pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $7,215 | $3,274+120.4% | $3,009+139.8% | $4,740+52.2% |
| Participant deferral / active EE | $5,677 | $4,802+18.2% | $4,395+29.2% | $6,400-11.3% |
| Admin fee / account holder | $2,206 | $5,983-63.1% | $5,329-58.6% | $11,426-80.7% |