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 | $39,708 | $95,971-58.6% | $74,550-46.7% | $135,375-70.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.14% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,725 | $2,716+184.4% | $1,961+294.0% | $4,779+61.7% |
| Participant deferral / active EE | $4,312 | $3,843+12.2% | $3,108+38.7% | $5,609-23.1% |
| Admin fee / account holder | $12,582 | $6,522+92.9% | $5,060+148.7% | $10,827+16.2% |