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 | $40,761 | $83,908-51.4% | $68,509-40.5% | $125,391-67.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.93% | 14.48%-16.4pp | 8.27%-10.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $4,472 | $3,031+47.5% | $2,278+96.3% | $4,866-8.1% |
| Participant deferral / active EE | $9,757 | $4,125+136.5% | $3,382+188.5% | $5,352+82.3% |
| Admin fee / account holder | $25,513 | $8,982+184.0% | $5,275+383.7% | $9,540+167.4% |