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 | $56,216 | $106,543-47.2% | $91,220-38.4% | $134,475-58.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.38% | 160.60%-175.0pp | 114.01%-128.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $12,691 | $3,331+281.0% | $2,850+345.3% | $4,740+167.8% |
| Participant deferral / active EE | $935 | $4,719-80.2% | $4,234-77.9% | $6,400-85.4% |
| Admin fee / account holder | $30,573 | $6,231+390.7% | $5,420+464.1% | $11,426+167.6% |