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 | $24,112 | $84,402-71.4% | $61,373-60.7% | $134,475-82.1% |
| Participation rate | 70.0% | 62.2%+7.8pp | 52.6%+17.4pp | 81.2%-11.2pp |
| Annual return | -13.18% | 584.55%-597.7pp | 338.61%-351.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $6,984 | $1,544+352.2% | $1,159+502.4% | $4,740+47.4% |
| Participant deferral / active EE | $4,482 | $2,819+59.0% | $2,125+110.9% | $6,400-30.0% |
| Admin fee / account holder | $337 | $2,585-86.9% | $2,130-84.2% | $11,426-97.0% |