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 4-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 | $17,679 | $93,024-81.0% | $77,024-77.0% | $134,475-86.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.17% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,374 | $3,418-30.6% | $2,812-15.6% | $4,740-49.9% |
| Participant deferral / active EE | $5,819 | $5,238+11.1% | $4,426+31.5% | $6,400-9.1% |
| Admin fee / account holder | $324 | $6,944-95.3% | $5,425-94.0% | $11,426-97.2% |