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 6-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 | $14,097 | $88,594-84.1% | $70,092-79.9% | $134,475-89.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.46% | 442.67%-458.1pp | 190.73%-206.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,614 | $3,233-50.1% | $2,559-36.9% | $4,740-66.0% |
| Participant deferral / active EE | $4,837 | $4,772+1.4% | $3,849+25.7% | $6,400-24.4% |
| Admin fee / account holder | $4,712 | $10,441-54.9% | $6,267-24.8% | $11,426-58.8% |