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 7-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 | $25,095 | $152,509-83.5% | $117,472-78.6% | $134,475-81.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 52.99%-69.7pp | 29.74%-46.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,677 | $5,571-69.9% | $4,176-59.8% | $4,740-64.6% |
| Participant deferral / active EE | $9,991 | $4,818+107.4% | $4,070+145.5% | $6,400+56.1% |
| Admin fee / account holder | $715 | $7,004-89.8% | $5,645-87.3% | $11,426-93.7% |