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 | $42,610 | $84,402-49.5% | $61,373-30.6% | $134,475-68.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 584.55%-603.5pp | 338.61%-357.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,948 | $1,544+90.9% | $1,159+154.3% | $4,740-37.8% |
| Participant deferral / active EE | $14,048 | $2,819+398.3% | $2,125+561.1% | $6,400+119.5% |
| Admin fee / account holder | $446 | $2,585-82.7% | $2,130-79.1% | $11,426-96.1% |