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 7-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 | $42,064 | $106,543-60.5% | $91,220-53.9% | $134,475-68.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.76% | 160.60%-181.4pp | 114.01%-134.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,176 | $3,331-4.6% | $2,850+11.4% | $4,740-33.0% |
| Participant deferral / active EE | $9,435 | $4,719+99.9% | $4,234+122.9% | $6,400+47.4% |
| Admin fee / account holder | $8,933 | $6,231+43.4% | $5,420+64.8% | $11,426-21.8% |