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 | $41,700 | $67,331-38.1% | $60,874-31.5% | $134,475-69.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.34% | 49.93%-63.3pp | 16.90%-30.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,239 | $3,096+36.9% | $2,701+56.9% | $4,740-10.6% |
| Participant deferral / active EE | $7,676 | $4,538+69.1% | $3,817+101.1% | $6,400+19.9% |
| Admin fee / account holder | $397 | $4,582-91.3% | $3,224-87.7% | $11,426-96.5% |