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 | $20,709 | $67,331-69.2% | $60,874-66.0% | $134,475-84.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.62% | 49.93%-66.6pp | 16.90%-33.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,511 | $3,096-18.9% | $2,701-7.1% | $4,740-47.0% |
| Participant deferral / active EE | $2,745 | $4,538-39.5% | $3,817-28.1% | $6,400-57.1% |
| Admin fee / account holder | $4,162 | $4,582-9.2% | $3,224+29.1% | $11,426-63.6% |