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 | $14,179 | $90,600-84.3% | $79,464-82.2% | $135,375-89.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.82% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,600 | $3,068+17.3% | $2,800+28.6% | $4,779-24.7% |
| Participant deferral / active EE | $1,450 | $4,050-64.2% | $3,704-60.9% | $5,609-74.1% |
| Admin fee / account holder | $33,567 | $5,907+468.3% | $5,113+556.5% | $10,827+210.0% |