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 | $54,161 | $106,543-49.2% | $91,220-40.6% | $134,475-59.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.43% | 160.60%-175.0pp | 114.01%-128.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,360 | $3,331-59.2% | $2,850-52.3% | $4,740-71.3% |
| Participant deferral / active EE | $1,360 | $4,719-71.2% | $4,234-67.9% | $6,400-78.7% |
| Admin fee / account holder | $2,075 | $6,231-66.7% | $5,420-61.7% | $11,426-81.8% |