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 | $38,258 | $106,543-64.1% | $91,220-58.1% | $134,475-71.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.00% | 160.60%-175.6pp | 114.01%-129.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $12,594 | $3,331+278.1% | $2,850+341.9% | $4,740+165.7% |
| Participant deferral / active EE | $13,736 | $4,719+191.1% | $4,234+224.4% | $6,400+114.6% |
| Admin fee / account holder | $889 | $6,231-85.7% | $5,420-83.6% | $11,426-92.2% |