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 | $20,192 | $106,543-81.0% | $91,220-77.9% | $134,475-85.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.71% | 160.60%-178.3pp | 114.01%-131.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,970 | $3,331-40.9% | $2,850-30.9% | $4,740-58.4% |
| Participant deferral / active EE | $10,279 | $4,719+117.8% | $4,234+142.8% | $6,400+60.6% |
| Admin fee / account holder | $494 | $6,231-92.1% | $5,420-90.9% | $11,426-95.7% |