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 | $40,731 | $95,971-57.6% | $74,550-45.4% | $135,375-69.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.44% | 56.96%-61.4pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $5,023 | $2,716+84.9% | $1,961+156.1% | $4,779+5.1% |
| Participant deferral / active EE | $4,478 | $3,843+16.5% | $3,108+44.1% | $5,609-20.2% |
| Admin fee / account holder | $2,504 | $6,522-61.6% | $5,060-50.5% | $10,827-76.9% |