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 | $46,539 | $93,024-50.0% | $77,024-39.6% | $134,475-65.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.35% | 62.60%-73.9pp | 42.32%-53.7pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,903 | $3,418-15.1% | $2,812+3.2% | $4,740-38.8% |
| Participant deferral / active EE | $2,903 | $5,238-44.6% | $4,426-34.4% | $6,400-54.6% |
| Admin fee / account holder | $483 | $6,944-93.0% | $5,425-91.1% | $11,426-95.8% |