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 | $32,238 | $67,331-52.1% | $60,874-47.0% | $134,475-76.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.64% | 49.93%-62.6pp | 16.90%-29.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $6,683 | $3,096+115.8% | $2,701+147.4% | $4,740+41.0% |
| Participant deferral / active EE | $11,720 | $4,538+158.2% | $3,817+207.1% | $6,400+83.1% |
| Admin fee / account holder | $12,959 | $4,582+182.8% | $3,224+301.9% | $11,426+13.4% |