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 | $48,088 | $95,971-49.9% | $74,550-35.5% | $135,375-64.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.73% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,649 | $2,716-39.3% | $1,961-15.9% | $4,779-65.5% |
| Participant deferral / active EE | $2,744 | $3,843-28.6% | $3,108-11.7% | $5,609-51.1% |
| Admin fee / account holder | $376 | $6,522-94.2% | $5,060-92.6% | $10,827-96.5% |