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 5-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 | $16,555 | $133,958-87.6% | $112,228-85.2% | $134,475-87.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.82% | 47.11%-56.9pp | 27.45%-37.3pp | 417.96%-427.8pp |
| Employer contribution / active EE | $10,906 | $4,038+170.1% | $3,635+200.1% | $4,740+130.1% |
| Participant deferral / active EE | $3,148 | $5,291-40.5% | $4,728-33.4% | $6,400-50.8% |
| Admin fee / account holder | $984 | $7,489-86.9% | $6,410-84.7% | $11,426-91.4% |