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 8-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 | $29,172 | $138,065-78.9% | $123,544-76.4% | $135,375-78.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.26% | 153.68%-161.9pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,942 | $5,151-42.9% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $6,574 | $6,799-3.3% | $6,426+2.3% | $5,609+17.2% |
| Admin fee / account holder | $1,010 | $10,916-90.7% | $9,284-89.1% | $10,827-90.7% |