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 | $29,291 | $93,024-68.5% | $77,024-62.0% | $134,475-78.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.47% | 62.60%-72.1pp | 42.32%-51.8pp | 417.96%-427.4pp |
| Employer contribution / active EE | $4,439 | $3,418+29.9% | $2,812+57.9% | $4,740-6.3% |
| Participant deferral / active EE | $4,410 | $5,238-15.8% | $4,426-0.4% | $6,400-31.1% |
| Admin fee / account holder | $883 | $6,944-87.3% | $5,425-83.7% | $11,426-92.3% |