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 | $36,339 | $152,509-76.2% | $117,472-69.1% | $134,475-73.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.99% | 52.99%-61.0pp | 29.74%-37.7pp | 417.96%-426.0pp |
| Employer contribution / active EE | $4,768 | $5,571-14.4% | $4,176+14.2% | $4,740+0.6% |
| Participant deferral / active EE | $3,191 | $4,818-33.8% | $4,070-21.6% | $6,400-50.1% |
| Admin fee / account holder | $69,251 | $7,004+888.8% | $5,645+1126.8% | $11,426+506.1% |