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 | $12,446 | $67,331-81.5% | $60,874-79.6% | $134,475-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.32% | 49.93%-70.3pp | 16.90%-37.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $799 | $3,096-74.2% | $2,701-70.4% | $4,740-83.1% |
| Participant deferral / active EE | $3,950 | $4,538-13.0% | $3,817+3.5% | $6,400-38.3% |
| Admin fee / account holder | $4,185 | $4,582-8.7% | $3,224+29.8% | $11,426-63.4% |