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 | $52,299 | $67,331-22.3% | $60,874-14.1% | $134,475-61.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.75% | 49.93%-69.7pp | 16.90%-36.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,203 | $3,096+68.0% | $2,701+92.6% | $4,740+9.8% |
| Participant deferral / active EE | $4,996 | $4,538+10.1% | $3,817+30.9% | $6,400-21.9% |
| Admin fee / account holder | $458 | $4,582-90.0% | $3,224-85.8% | $11,426-96.0% |