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 | $46,166 | $93,024-50.4% | $77,024-40.1% | $134,475-65.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.83% | 62.60%-80.4pp | 42.32%-60.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,484 | $3,418-27.3% | $2,812-11.7% | $4,740-47.6% |
| Participant deferral / active EE | $7,242 | $5,238+38.3% | $4,426+63.6% | $6,400+13.2% |
| Admin fee / account holder | $802 | $6,944-88.5% | $5,425-85.2% | $11,426-93.0% |