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 | $69,455 | $106,543-34.8% | $91,220-23.9% | $134,475-48.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.95% | 160.60%-176.5pp | 114.01%-130.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,097 | $3,331-37.0% | $2,850-26.4% | $4,740-55.8% |
| Participant deferral / active EE | $6,760 | $4,719+43.3% | $4,234+59.7% | $6,400+5.6% |
| Admin fee / account holder | $304 | $6,231-95.1% | $5,420-94.4% | $11,426-97.3% |