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 | $45,371 | $133,958-66.1% | $112,228-59.6% | $134,475-66.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.27% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $8,035 | $4,038+99.0% | $3,635+121.1% | $4,740+69.5% |
| Participant deferral / active EE | $6,865 | $5,291+29.8% | $4,728+45.2% | $6,400+7.3% |
| Admin fee / account holder | $871 | $7,489-88.4% | $6,410-86.4% | $11,426-92.4% |