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 | $34,213 | $84,402-59.5% | $61,373-44.3% | $134,475-74.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.75% | 584.55%-602.3pp | 338.61%-356.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,570 | $1,544+1.7% | $1,159+35.4% | $4,740-66.9% |
| Participant deferral / active EE | $14,015 | $2,819+397.2% | $2,125+559.6% | $6,400+119.0% |
| Admin fee / account holder | $1,585 | $2,585-38.7% | $2,130-25.6% | $11,426-86.1% |