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 3-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 | $140,310 | $152,509-8.0% | $117,472+19.4% | $134,475+4.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.29% | 52.99%-60.3pp | 29.74%-37.0pp | 417.96%-425.3pp |
| Employer contribution / active EE | $4,161 | $5,571-25.3% | $4,176-0.4% | $4,740-12.2% |
| Participant deferral / active EE | $11,050 | $4,818+129.4% | $4,070+171.5% | $6,400+72.7% |
| Admin fee / account holder | $28,596 | $7,004+308.3% | $5,645+406.6% | $11,426+150.3% |