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 10-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 | $16,568 | $84,402-80.4% | $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 | -16.84% | 584.55%-601.4pp | 338.61%-355.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $923 | $1,544-40.3% | $1,159-20.4% | $4,740-80.5% |
| Participant deferral / active EE | $3,558 | $2,819+26.2% | $2,125+67.4% | $6,400-44.4% |
| Admin fee / account holder | $1,414 | $2,585-45.3% | $2,130-33.6% | $11,426-87.6% |