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 8-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 | $18,540 | $84,402-78.0% | $61,373-69.8% | $134,475-86.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.71% | 584.55%-600.3pp | 338.61%-354.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,838 | $1,544+19.0% | $1,159+58.5% | $4,740-61.2% |
| Participant deferral / active EE | $5,009 | $2,819+77.7% | $2,125+135.7% | $6,400-21.7% |
| Admin fee / account holder | $3,951 | $2,585+52.8% | $2,130+85.5% | $11,426-65.4% |