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 | $11,701 | $84,402-86.1% | $61,373-80.9% | $134,475-91.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.29% | 584.55%-597.8pp | 338.61%-351.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,715 | $1,544+140.6% | $1,159+220.4% | $4,740-21.6% |
| Participant deferral / active EE | $2,403 | $2,819-14.8% | $2,125+13.1% | $6,400-62.5% |
| Admin fee / account holder | $417 | $2,585-83.9% | $2,130-80.4% | $11,426-96.4% |