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 10-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 | $31,631 | $138,065-77.1% | $123,544-74.4% | $135,375-76.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.02% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,496 | $5,151-32.1% | $4,628-24.5% | $4,779-26.8% |
| Participant deferral / active EE | $7,947 | $6,799+16.9% | $6,426+23.7% | $5,609+41.7% |
| Admin fee / account holder | $578 | $10,916-94.7% | $9,284-93.8% | $10,827-94.7% |