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 | $56,722 | $84,402-32.8% | $61,373-7.6% | $134,475-57.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 584.55%-597.7pp | 338.61%-351.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $965 | $1,544-37.5% | $1,159-16.8% | $4,740-79.6% |
| Participant deferral / active EE | $5,628 | $2,819+99.6% | $2,125+164.8% | $6,400-12.1% |
| Admin fee / account holder | $817 | $2,585-68.4% | $2,130-61.6% | $11,426-92.9% |