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 | $70,873 | $152,509-53.5% | $117,472-39.7% | $134,475-47.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.68% | 52.99%-69.7pp | 29.74%-46.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,807 | $5,571-49.6% | $4,176-32.8% | $4,740-40.8% |
| Participant deferral / active EE | $3,879 | $4,818-19.5% | $4,070-4.7% | $6,400-39.4% |
| Admin fee / account holder | $2,095 | $7,004-70.1% | $5,645-62.9% | $11,426-81.7% |