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 8-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 | $17,046 | $84,402-79.8% | $61,373-72.2% | $134,475-87.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.63% | 584.55%-604.2pp | 338.61%-358.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,746 | $1,544+13.1% | $1,159+50.6% | $4,740-63.2% |
| Participant deferral / active EE | $3,541 | $2,819+25.6% | $2,125+66.6% | $6,400-44.7% |
| Admin fee / account holder | $4,603 | $2,585+78.1% | $2,130+116.1% | $11,426-59.7% |