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 | $41,228 | $95,971-57.0% | $74,550-44.7% | $135,375-69.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.27% | 56.96%-60.2pp | 32.53%-35.8pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,628 | $2,716-40.1% | $1,961-17.0% | $4,779-65.9% |
| Participant deferral / active EE | $3,465 | $3,843-9.8% | $3,108+11.5% | $5,609-38.2% |
| Admin fee / account holder | $38,279 | $6,522+486.9% | $5,060+656.6% | $10,827+253.5% |