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 | $73,581 | $133,958-45.1% | $112,228-34.4% | $134,475-45.3% |
| 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 | $2,736 | $4,038-32.2% | $3,635-24.7% | $4,740-42.3% |
| Participant deferral / active EE | $7,279 | $5,291+37.6% | $4,728+54.0% | $6,400+13.7% |
| Admin fee / account holder | $470 | $7,489-93.7% | $6,410-92.7% | $11,426-95.9% |