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 5-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 | $34,347 | $84,402-59.3% | $61,373-44.0% | $134,475-74.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.16% | 584.55%-604.7pp | 338.61%-358.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $5,749 | $1,544+272.2% | $1,159+395.9% | $4,740+21.3% |
| Participant deferral / active EE | $5,030 | $2,819+78.4% | $2,125+136.7% | $6,400-21.4% |
| Admin fee / account holder | $457 | $2,585-82.3% | $2,130-78.5% | $11,426-96.0% |