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 | $15,448 | $67,331-77.1% | $60,874-74.6% | $134,475-88.5% |
| Participation rate | 87.0% | 76.2%+10.8pp | 73.1%+13.8pp | 81.2%+5.7pp |
| Annual return | -14.25% | 49.93%-64.2pp | 16.90%-31.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $9,153 | $3,096+195.6% | $2,701+238.8% | $4,740+93.1% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $389 | $4,582-91.5% | $3,224-87.9% | $11,426-96.6% |