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 | $41,644 | $106,543-60.9% | $91,220-54.3% | $134,475-69.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.59% | 160.60%-178.2pp | 114.01%-131.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,378 | $3,331+61.5% | $2,850+88.7% | $4,740+13.5% |
| Participant deferral / active EE | $8,609 | $4,719+82.5% | $4,234+103.4% | $6,400+34.5% |
| Admin fee / account holder | $39,525 | $6,231+534.4% | $5,420+629.3% | $11,426+245.9% |