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 | $21,111 | $152,509-86.2% | $117,472-82.0% | $134,475-84.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.04% | 52.99%-67.0pp | 29.74%-43.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $7,223 | $5,571+29.6% | $4,176+73.0% | $4,740+52.4% |
| Participant deferral / active EE | $3,201 | $4,818-33.6% | $4,070-21.4% | $6,400-50.0% |
| Admin fee / account holder | $673 | $7,004-90.4% | $5,645-88.1% | $11,426-94.1% |