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 5-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 | $51,082 | $174,896-70.8% | $125,339-59.2% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | 35.41% | -12.90%+48.3pp | 572.05%-536.6pp | - |
| Employer contribution / active EE | $4,040 | $3,570+13.2% | $4,814-16.1% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,446-100.0% | - |
| Admin fee / account holder | $2,810 | $56,117-95.0% | $10,010-71.9% | - |