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 | $47,255 | $138,065-65.8% | $123,544-61.8% | $135,375-65.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.97% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,042 | $5,151-21.5% | $4,628-12.7% | $4,779-15.4% |
| Participant deferral / active EE | $10,641 | $6,799+56.5% | $6,426+65.6% | $5,609+89.7% |
| Admin fee / account holder | $851 | $10,916-92.2% | $9,284-90.8% | $10,827-92.1% |