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 | $20,345 | $117,690-82.7% | $71,735-71.6% | $134,475-84.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -20.65% | 25.44%-46.1pp | 9.14%-29.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,662 | $2,525-34.2% | $1,704-2.5% | $4,740-64.9% |
| Participant deferral / active EE | $5,041 | $3,759+34.1% | $2,658+89.7% | $6,400-21.2% |
| Admin fee / account holder | $334 | $6,379-94.8% | $3,974-91.6% | $11,426-97.1% |