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 | $47,819 | $93,024-48.6% | $77,024-37.9% | $134,475-64.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.40% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,335 | $3,418+26.8% | $2,812+54.1% | $4,740-8.5% |
| Participant deferral / active EE | $3,650 | $5,238-30.3% | $4,426-17.5% | $6,400-43.0% |
| Admin fee / account holder | $458 | $6,944-93.4% | $5,425-91.6% | $11,426-96.0% |