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 | $37,993 | $106,543-64.3% | $91,220-58.4% | $134,475-71.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.79% | 160.60%-180.4pp | 114.01%-133.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,962 | $3,331-41.1% | $2,850-31.2% | $4,740-58.6% |
| Participant deferral / active EE | $2,721 | $4,719-42.3% | $4,234-35.7% | $6,400-57.5% |
| Admin fee / account holder | $598 | $6,231-90.4% | $5,420-89.0% | $11,426-94.8% |