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 | $66,805 | $93,024-28.2% | $77,024-13.3% | $134,475-50.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.85% | 62.60%-73.4pp | 42.32%-53.2pp | 417.96%-428.8pp |
| Employer contribution / active EE | $9,551 | $3,418+179.4% | $2,812+239.6% | $4,740+101.5% |
| Participant deferral / active EE | $13,537 | $5,238+158.5% | $4,426+205.8% | $6,400+111.5% |
| Admin fee / account holder | $34,941 | $6,944+403.2% | $5,425+544.0% | $11,426+205.8% |