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 | $43,556 | $117,690-63.0% | $71,735-39.3% | $134,475-67.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.11% | 25.44%-37.5pp | 9.14%-21.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $6,252 | $2,525+147.7% | $1,704+266.9% | $4,740+31.9% |
| Participant deferral / active EE | $12,573 | $3,759+234.5% | $2,658+373.0% | $6,400+96.5% |
| Admin fee / account holder | $947 | $6,379-85.2% | $3,974-76.2% | $11,426-91.7% |