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 | $18,098 | $84,402-78.6% | $61,373-70.5% | $134,475-86.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.43% | 584.55%-603.0pp | 338.61%-357.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,446 | $1,544+58.4% | $1,159+111.0% | $4,740-48.4% |
| Participant deferral / active EE | $3,457 | $2,819+22.6% | $2,125+62.7% | $6,400-46.0% |
| Admin fee / account holder | $1,718 | $2,585-33.6% | $2,130-19.3% | $11,426-85.0% |