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 | $22,443 | $93,024-75.9% | $77,024-70.9% | $134,475-83.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.17% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,726 | $3,418+67.5% | $2,812+103.6% | $4,740+20.8% |
| Participant deferral / active EE | $8,659 | $5,238+65.3% | $4,426+95.6% | $6,400+35.3% |
| Admin fee / account holder | $5,341 | $6,944-23.1% | $5,425-1.5% | $11,426-53.3% |