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 | $25,471 | $106,543-76.1% | $91,220-72.1% | $134,475-81.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.31% | 160.60%-176.9pp | 114.01%-130.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,063 | $3,331+52.0% | $2,850+77.6% | $4,740+6.8% |
| Participant deferral / active EE | $13,160 | $4,719+178.9% | $4,234+210.8% | $6,400+105.6% |
| Admin fee / account holder | $30,377 | $6,231+387.5% | $5,420+460.5% | $11,426+165.9% |