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 | $37,661 | $84,402-55.4% | $61,373-38.6% | $134,475-72.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.31% | 584.55%-601.9pp | 338.61%-355.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,609 | $1,544+263.2% | $1,159+383.8% | $4,740+18.3% |
| Participant deferral / active EE | $3,327 | $2,819+18.0% | $2,125+56.6% | $6,400-48.0% |
| Admin fee / account holder | $312 | $2,585-87.9% | $2,130-85.4% | $11,426-97.3% |