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 | $21,418 | $93,024-77.0% | $77,024-72.2% | $134,475-84.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.59% | 62.60%-72.2pp | 42.32%-51.9pp | 417.96%-427.6pp |
| Employer contribution / active EE | $6,425 | $3,418+88.0% | $2,812+128.5% | $4,740+35.6% |
| Participant deferral / active EE | $1,401 | $5,238-73.3% | $4,426-68.3% | $6,400-78.1% |
| Admin fee / account holder | $142,503 | $6,944+1952.2% | $5,425+2526.6% | $11,426+1147.2% |