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 | $32,587 | $106,543-69.4% | $91,220-64.3% | $134,475-75.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.19% | 160.60%-179.8pp | 114.01%-133.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,838 | $3,331+45.3% | $2,850+69.7% | $4,740+2.1% |
| Participant deferral / active EE | $5,890 | $4,719+24.8% | $4,234+39.1% | $6,400-8.0% |
| Admin fee / account holder | $2,699 | $6,231-56.7% | $5,420-50.2% | $11,426-76.4% |