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 | $11,532 | $84,402-86.3% | $61,373-81.2% | $134,475-91.4% |
| Participation rate | 95.0% | 62.2%+32.8pp | 52.6%+42.4pp | 81.2%+13.8pp |
| Annual return | -9.50% | 584.55%-594.0pp | 338.61%-348.1pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,189 | $1,544+106.5% | $1,159+175.1% | $4,740-32.7% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $707 | $2,585-72.6% | $2,130-66.8% | $11,426-93.8% |