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 8-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 | $108,446 | $152,509-28.9% | $117,472-7.7% | $134,475-19.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.42% | 52.99%-67.4pp | 29.74%-44.2pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,294 | $5,571-58.8% | $4,176-45.1% | $4,740-51.6% |
| Participant deferral / active EE | $7,495 | $4,818+55.6% | $4,070+84.1% | $6,400+17.1% |
| Admin fee / account holder | $644 | $7,004-90.8% | $5,645-88.6% | $11,426-94.4% |