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 | $47,257 | $92,703-49.0% | $82,719-42.9% | $134,475-64.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.99% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,202 | $3,274+120.0% | $3,009+139.3% | $4,740+51.9% |
| Participant deferral / active EE | $3,555 | $4,802-26.0% | $4,395-19.1% | $6,400-44.4% |
| Admin fee / account holder | $2,161 | $5,983-63.9% | $5,329-59.4% | $11,426-81.1% |