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 7-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 | $30,529 | $67,331-54.7% | $60,874-49.8% | $134,475-77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.65% | 49.93%-69.6pp | 16.90%-36.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $10,688 | $3,096+245.2% | $2,701+295.6% | $4,740+125.5% |
| Participant deferral / active EE | $7,827 | $4,538+72.5% | $3,817+105.1% | $6,400+22.3% |
| Admin fee / account holder | $642 | $4,582-86.0% | $3,224-80.1% | $11,426-94.4% |