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 4-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 | $42,608 | $100,754-57.7% | $86,677-50.8% | $134,475-68.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.53% | 29.04%-46.6pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,597 | $3,489+31.7% | $2,836+62.1% | $4,740-3.0% |
| Participant deferral / active EE | $3,267 | $5,338-38.8% | $4,656-29.8% | $6,400-48.9% |
| Admin fee / account holder | $319 | $10,926-97.1% | $7,493-95.7% | $11,426-97.2% |