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 | $65,278 | $152,509-57.2% | $117,472-44.4% | $134,475-51.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.60% | 52.99%-60.6pp | 29.74%-37.3pp | 417.96%-425.6pp |
| Employer contribution / active EE | $5,459 | $5,571-2.0% | $4,176+30.7% | $4,740+15.2% |
| Participant deferral / active EE | $5,465 | $4,818+13.4% | $4,070+34.3% | $6,400-14.6% |
| Admin fee / account holder | $610 | $7,004-91.3% | $5,645-89.2% | $11,426-94.7% |