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 | $45,848 | $92,703-50.5% | $82,719-44.6% | $134,475-65.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.90% | 944.92%-949.8pp | 701.18%-706.1pp | 417.96%-422.9pp |
| Employer contribution / active EE | $3,572 | $3,274+9.1% | $3,009+18.7% | $4,740-24.6% |
| Participant deferral / active EE | $2,780 | $4,802-42.1% | $4,395-36.7% | $6,400-56.6% |
| Admin fee / account holder | $6,035 | $5,983+0.9% | $5,329+13.2% | $11,426-47.2% |