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 | $50,846 | $93,024-45.3% | $77,024-34.0% | $134,475-62.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.23% | 62.60%-76.8pp | 42.32%-56.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,757 | $3,418-48.6% | $2,812-37.5% | $4,740-62.9% |
| Participant deferral / active EE | $4,855 | $5,238-7.3% | $4,426+9.7% | $6,400-24.1% |
| Admin fee / account holder | $33,511 | $6,944+382.6% | $5,425+517.7% | $11,426+193.3% |