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 | $24,436 | $129,942-81.2% | $104,294-76.6% | $134,475-81.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.20% | 42.03%-54.2pp | 24.61%-36.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,025 | $4,184-27.7% | $3,372-10.3% | $4,740-36.2% |
| Participant deferral / active EE | $4,446 | $5,588-20.4% | $4,625-3.9% | $6,400-30.5% |
| Admin fee / account holder | $12,305 | $9,323+32.0% | $7,339+67.7% | $11,426+7.7% |