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 | $55,142 | $152,509-63.8% | $117,472-53.1% | $134,475-59.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.55% | 52.99%-69.5pp | 29.74%-46.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $12,423 | $5,571+123.0% | $4,176+197.5% | $4,740+162.1% |
| Participant deferral / active EE | $7,795 | $4,818+61.8% | $4,070+91.5% | $6,400+21.8% |
| Admin fee / account holder | $728 | $7,004-89.6% | $5,645-87.1% | $11,426-93.6% |