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 | $22,288 | $84,402-73.6% | $61,373-63.7% | $134,475-83.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.94% | 584.55%-601.5pp | 338.61%-355.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,534 | $1,544-0.6% | $1,159+32.4% | $4,740-67.6% |
| Participant deferral / active EE | $3,134 | $2,819+11.2% | $2,125+47.5% | $6,400-51.0% |
| Admin fee / account holder | $7,922 | $2,585+206.4% | $2,130+272.0% | $11,426-30.7% |