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 | $141,650 | $84,402+67.8% | $61,373+130.8% | $134,475+5.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.49% | 584.55%-602.0pp | 338.61%-356.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,938 | $1,544+25.5% | $1,159+67.2% | $4,740-59.1% |
| Participant deferral / active EE | $8,119 | $2,819+188.0% | $2,125+282.1% | $6,400+26.9% |
| Admin fee / account holder | $1,093 | $2,585-57.7% | $2,130-48.7% | $11,426-90.4% |