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 | $45,929 | $117,690-61.0% | $71,735-36.0% | $134,475-65.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.35% | 25.44%-42.8pp | 9.14%-26.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $6,086 | $2,525+141.1% | $1,704+257.2% | $4,740+28.4% |
| Participant deferral / active EE | $4,935 | $3,759+31.3% | $2,658+85.7% | $6,400-22.9% |
| Admin fee / account holder | $503 | $6,379-92.1% | $3,974-87.4% | $11,426-95.6% |