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 | $43,110 | $84,402-48.9% | $61,373-29.8% | $134,475-67.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.50% | 584.55%-602.0pp | 338.61%-356.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,353 | $1,544+52.4% | $1,159+103.0% | $4,740-50.3% |
| Participant deferral / active EE | $3,899 | $2,819+38.3% | $2,125+83.5% | $6,400-39.1% |
| Admin fee / account holder | $13,268 | $2,585+413.2% | $2,130+523.0% | $11,426+16.1% |