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 | $48,963 | $93,024-47.4% | $77,024-36.4% | $134,475-63.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.43% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,072 | $3,418+19.1% | $2,812+44.8% | $4,740-14.1% |
| Participant deferral / active EE | $3,738 | $5,238-28.6% | $4,426-15.6% | $6,400-41.6% |
| Admin fee / account holder | $8,124 | $6,944+17.0% | $5,425+49.7% | $11,426-28.9% |