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 6-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 | $84,371 | $106,543-20.8% | $91,220-7.5% | $134,475-37.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.97% | 160.60%-181.6pp | 114.01%-135.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,839 | $3,331-44.8% | $2,850-35.5% | $4,740-61.2% |
| Participant deferral / active EE | $10,447 | $4,719+121.4% | $4,234+146.8% | $6,400+63.2% |
| Admin fee / account holder | $402 | $6,231-93.6% | $5,420-92.6% | $11,426-96.5% |