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 6-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 | $27,283 | $152,509-82.1% | $117,472-76.8% | $134,475-79.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.35% | 52.99%-73.3pp | 29.74%-50.1pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,833 | $5,571-31.2% | $4,176-8.2% | $4,740-19.1% |
| Participant deferral / active EE | $9,581 | $4,818+98.9% | $4,070+135.4% | $6,400+49.7% |
| Admin fee / account holder | $865 | $7,004-87.7% | $5,645-84.7% | $11,426-92.4% |