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 | $73,291 | $92,703-20.9% | $82,719-11.4% | $134,475-45.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.83% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,553 | $3,274+8.5% | $3,009+18.1% | $4,740-25.0% |
| Participant deferral / active EE | $9,909 | $4,802+106.3% | $4,395+125.5% | $6,400+54.8% |
| Admin fee / account holder | $509 | $5,983-91.5% | $5,329-90.5% | $11,426-95.5% |