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 | $21,257 | $106,543-80.0% | $91,220-76.7% | $134,475-84.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.24% | 160.60%-172.8pp | 114.01%-126.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $5,836 | $3,331+75.2% | $2,850+104.7% | $4,740+23.1% |
| Participant deferral / active EE | $6,354 | $4,719+34.7% | $4,234+50.1% | $6,400-0.7% |
| Admin fee / account holder | $422 | $6,231-93.2% | $5,420-92.2% | $11,426-96.3% |