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 | $163,045 | $92,703+75.9% | $82,719+97.1% | $134,475+21.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.68% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $460 | $3,274-85.9% | $3,009-84.7% | $4,740-90.3% |
| Participant deferral / active EE | $17,048 | $4,802+255.0% | $4,395+287.9% | $6,400+166.4% |
| Admin fee / account holder | $1,235 | $5,983-79.4% | $5,329-76.8% | $11,426-89.2% |