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 | $33,404 | $152,509-78.1% | $117,472-71.6% | $134,475-75.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 52.99%-71.7pp | 29.74%-48.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,395 | $5,571-75.0% | $4,176-66.6% | $4,740-70.6% |
| Participant deferral / active EE | $2,080 | $4,818-56.8% | $4,070-48.9% | $6,400-67.5% |
| Admin fee / account holder | $1,740 | $7,004-75.2% | $5,645-69.2% | $11,426-84.8% |