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 9-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 | $56,787 | $92,703-38.7% | $82,719-31.3% | $134,475-57.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.80% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,701 | $3,274-48.0% | $3,009-43.5% | $4,740-64.1% |
| Participant deferral / active EE | $4,505 | $4,802-6.2% | $4,395+2.5% | $6,400-29.6% |
| Admin fee / account holder | $10,807 | $5,983+80.7% | $5,329+102.8% | $11,426-5.4% |