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 | $31,981 | $88,594-63.9% | $70,092-54.4% | $134,475-76.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.60% | 442.67%-447.3pp | 190.73%-195.3pp | 417.96%-422.6pp |
| Employer contribution / active EE | $4,728 | $3,233+46.2% | $2,559+84.8% | $4,740-0.2% |
| Participant deferral / active EE | $3,176 | $4,772-33.4% | $3,849-17.5% | $6,400-50.4% |
| Admin fee / account holder | $1,469 | $10,441-85.9% | $6,267-76.6% | $11,426-87.1% |