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 | $36,061 | $106,543-66.2% | $91,220-60.5% | $134,475-73.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.04% | 160.60%-172.6pp | 114.01%-126.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,762 | $3,331-47.1% | $2,850-38.2% | $4,740-62.8% |
| Participant deferral / active EE | $5,885 | $4,719+24.7% | $4,234+39.0% | $6,400-8.0% |
| Admin fee / account holder | $302 | $6,231-95.2% | $5,420-94.4% | $11,426-97.4% |