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 | $18,758 | $67,331-72.1% | $60,874-69.2% | $134,475-86.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.32% | 49.93%-69.3pp | 16.90%-36.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $627 | $3,096-79.7% | $2,701-76.8% | $4,740-86.8% |
| Participant deferral / active EE | $1,388 | $4,538-69.4% | $3,817-63.6% | $6,400-78.3% |
| Admin fee / account holder | $1,363 | $4,582-70.3% | $3,224-57.7% | $11,426-88.1% |