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 | $41,036 | $133,958-69.4% | $112,228-63.4% | $134,475-69.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.37% | 47.11%-56.5pp | 27.45%-36.8pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,947 | $4,038-27.0% | $3,635-18.9% | $4,740-37.8% |
| Participant deferral / active EE | $18,905 | $5,291+257.3% | $4,728+299.9% | $6,400+195.4% |
| Admin fee / account holder | $24,211 | $7,489+223.3% | $6,410+277.7% | $11,426+111.9% |