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 | $48,284 | $92,703-47.9% | $82,719-41.6% | $134,475-64.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.62% | 944.92%-958.5pp | 701.18%-714.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,403 | $3,274+4.0% | $3,009+13.1% | $4,740-28.2% |
| Participant deferral / active EE | $2,436 | $4,802-49.3% | $4,395-44.6% | $6,400-61.9% |
| Admin fee / account holder | $1,416 | $5,983-76.3% | $5,329-73.4% | $11,426-87.6% |