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 | $59,414 | $92,703-35.9% | $82,719-28.2% | $134,475-55.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.81% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,747 | $3,274-46.6% | $3,009-41.9% | $4,740-63.1% |
| Participant deferral / active EE | $6,291 | $4,802+31.0% | $4,395+43.1% | $6,400-1.7% |
| Admin fee / account holder | $10,144 | $5,983+69.6% | $5,329+90.4% | $11,426-11.2% |