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 | $25,269 | $84,402-70.1% | $61,373-58.8% | $134,475-81.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.13% | 584.55%-600.7pp | 338.61%-354.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,149 | $1,544-25.6% | $1,159-0.9% | $4,740-75.8% |
| Participant deferral / active EE | $2,174 | $2,819-22.9% | $2,125+2.3% | $6,400-66.0% |
| Admin fee / account holder | $2,209 | $2,585-14.6% | $2,130+3.7% | $11,426-80.7% |