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 | $11,631 | $152,509-92.4% | $117,472-90.1% | $134,475-91.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.57% | 52.99%-63.6pp | 29.74%-40.3pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,659 | $5,571-52.3% | $4,176-36.3% | $4,740-43.9% |
| Participant deferral / active EE | $588 | $4,818-87.8% | $4,070-85.5% | $6,400-90.8% |
| Admin fee / account holder | $7,277 | $7,004+3.9% | $5,645+28.9% | $11,426-36.3% |