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 | $25,033 | $133,958-81.3% | $112,228-77.7% | $134,475-81.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.67% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $6,915 | $4,038+71.2% | $3,635+90.3% | $4,740+45.9% |
| Participant deferral / active EE | $1,534 | $5,291-71.0% | $4,728-67.6% | $6,400-76.0% |
| Admin fee / account holder | $4,040 | $7,489-46.1% | $6,410-37.0% | $11,426-64.6% |