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 | $16,592 | $84,402-80.3% | $61,373-73.0% | $134,475-87.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -8.40% | 584.55%-592.9pp | 338.61%-347.0pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,524 | $1,544-1.3% | $1,159+31.4% | $4,740-67.9% |
| Participant deferral / active EE | $6,156 | $2,819+118.4% | $2,125+189.7% | $6,400-3.8% |
| Admin fee / account holder | $1,840 | $2,585-28.8% | $2,130-13.6% | $11,426-83.9% |