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 | $39,031 | $106,543-63.4% | $91,220-57.2% | $134,475-71.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.20% | 160.60%-178.8pp | 114.01%-132.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $16,556 | $3,331+397.1% | $2,850+480.9% | $4,740+249.3% |
| Participant deferral / active EE | $7,750 | $4,719+64.2% | $4,234+83.1% | $6,400+21.1% |
| Admin fee / account holder | $393 | $6,231-93.7% | $5,420-92.7% | $11,426-96.6% |