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 6-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 | $30,591 | $106,543-71.3% | $91,220-66.5% | $134,475-77.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.87% | 160.60%-178.5pp | 114.01%-131.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,504 | $3,331+35.2% | $2,850+58.0% | $4,740-5.0% |
| Participant deferral / active EE | $5,508 | $4,719+16.7% | $4,234+30.1% | $6,400-13.9% |
| Admin fee / account holder | $469 | $6,231-92.5% | $5,420-91.3% | $11,426-95.9% |