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 | $22,420 | $95,971-76.6% | $74,550-69.9% | $135,375-83.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.95% | 56.96%-65.9pp | 32.53%-41.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $5,912 | $2,716+117.6% | $1,961+201.5% | $4,779+23.7% |
| Participant deferral / active EE | $3,930 | $3,843+2.3% | $3,108+26.4% | $5,609-29.9% |
| Admin fee / account holder | $630 | $6,522-90.3% | $5,060-87.6% | $10,827-94.2% |