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 | $20,287 | $152,509-86.7% | $117,472-82.7% | $134,475-84.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.77% | 52.99%-72.8pp | 29.74%-49.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,090 | $5,571-26.6% | $4,176-2.1% | $4,740-13.7% |
| Participant deferral / active EE | $3,750 | $4,818-22.2% | $4,070-7.9% | $6,400-41.4% |
| Admin fee / account holder | $2,056 | $7,004-70.6% | $5,645-63.6% | $11,426-82.0% |