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 | $15,333 | $152,509-89.9% | $117,472-86.9% | $134,475-88.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.34% | 52.99%-65.3pp | 29.74%-42.1pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,951 | $5,571-29.1% | $4,176-5.4% | $4,740-16.6% |
| Participant deferral / active EE | $9,205 | $4,818+91.1% | $4,070+126.2% | $6,400+43.8% |
| Admin fee / account holder | $10,217 | $7,004+45.9% | $5,645+81.0% | $11,426-10.6% |