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 | $49,961 | $84,402-40.8% | $61,373-18.6% | $134,475-62.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.29% | 584.55%-604.8pp | 338.61%-358.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,035 | $1,544+161.2% | $1,159+248.0% | $4,740-14.9% |
| Participant deferral / active EE | $5,378 | $2,819+90.8% | $2,125+153.1% | $6,400-16.0% |
| Admin fee / account holder | $2,029 | $2,585-21.5% | $2,130-4.7% | $11,426-82.2% |