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 | $14,628 | $133,958-89.1% | $112,228-87.0% | $134,475-89.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.71% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,359 | $4,038-66.4% | $3,635-62.6% | $4,740-71.3% |
| Participant deferral / active EE | $1,740 | $5,291-67.1% | $4,728-63.2% | $6,400-72.8% |
| Admin fee / account holder | $12,785 | $7,489+70.7% | $6,410+99.4% | $11,426+11.9% |