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 | $35,405 | $88,594-60.0% | $70,092-49.5% | $134,475-73.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.68% | 442.67%-459.3pp | 190.73%-207.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,840 | $3,233-43.1% | $2,559-28.1% | $4,740-61.2% |
| Participant deferral / active EE | $2,925 | $4,772-38.7% | $3,849-24.0% | $6,400-54.3% |
| Admin fee / account holder | $1,111 | $10,441-89.4% | $6,267-82.3% | $11,426-90.3% |