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 | $45,344 | $90,600-50.0% | $79,464-42.9% | $135,375-66.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.97% | 977.43%-982.4pp | 718.14%-723.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,452 | $3,068-52.7% | $2,800-48.1% | $4,779-69.6% |
| Participant deferral / active EE | $4,024 | $4,050-0.7% | $3,704+8.6% | $5,609-28.3% |
| Admin fee / account holder | $1,679 | $5,907-71.6% | $5,113-67.2% | $10,827-84.5% |