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 | $45,056 | $84,402-46.6% | $61,373-26.6% | $134,475-66.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.74% | 584.55%-599.3pp | 338.61%-353.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,522 | $1,544-1.5% | $1,159+31.3% | $4,740-67.9% |
| Participant deferral / active EE | $3,689 | $2,819+30.9% | $2,125+73.6% | $6,400-42.4% |
| Admin fee / account holder | $995 | $2,585-61.5% | $2,130-53.3% | $11,426-91.3% |