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 | $48,168 | $92,703-48.0% | $82,719-41.8% | $134,475-64.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.90% | 944.92%-957.8pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $4,208 | $3,274+28.5% | $3,009+39.8% | $4,740-11.2% |
| Participant deferral / active EE | $6,024 | $4,802+25.5% | $4,395+37.1% | $6,400-5.9% |
| Admin fee / account holder | $17,245 | $5,983+188.3% | $5,329+223.6% | $11,426+50.9% |