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 4-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 | $44,310 | $152,509-70.9% | $117,472-62.3% | $134,475-67.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.47% | 52.99%-68.5pp | 29.74%-45.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,161 | $5,571-43.3% | $4,176-24.3% | $4,740-33.3% |
| Participant deferral / active EE | $11,096 | $4,818+130.3% | $4,070+172.6% | $6,400+73.4% |
| Admin fee / account holder | $323 | $7,004-95.4% | $5,645-94.3% | $11,426-97.2% |