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 | $25,337 | $99,640-74.6% | $86,436-70.7% | $134,475-81.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.12% | 6782.58%-6802.7pp | 4394.89%-4415.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,711 | $4,400-38.4% | $3,769-28.1% | $4,740-42.8% |
| Participant deferral / active EE | $3,835 | $7,246-47.1% | $6,952-44.8% | $6,400-40.1% |
| Admin fee / account holder | $724 | $8,371-91.4% | $6,731-89.2% | $11,426-93.7% |