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 | $15,055 | $84,402-82.2% | $61,373-75.5% | $134,475-88.8% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -19.83% | 584.55%-604.4pp | 338.61%-358.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $6,577 | $1,544+325.8% | $1,159+467.3% | $4,740+38.8% |
| Participant deferral / active EE | $4,691 | $2,819+66.4% | $2,125+120.8% | $6,400-26.7% |
| Admin fee / account holder | $3,189 | $2,585+23.4% | $2,130+49.8% | $11,426-72.1% |