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 | $60,140 | $84,402-28.7% | $61,373-2.0% | $134,475-55.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.96% | 584.55%-602.5pp | 338.61%-356.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,054 | $1,544+162.5% | $1,159+249.6% | $4,740-14.5% |
| Participant deferral / active EE | $6,578 | $2,819+133.4% | $2,125+209.6% | $6,400+2.8% |
| Admin fee / account holder | $960 | $2,585-62.9% | $2,130-54.9% | $11,426-91.6% |