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 | $28,703 | $92,703-69.0% | $82,719-65.3% | $134,475-78.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.67% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,697 | $3,274-48.2% | $3,009-43.6% | $4,740-64.2% |
| Participant deferral / active EE | $8,565 | $4,802+78.4% | $4,395+94.9% | $6,400+33.8% |
| Admin fee / account holder | $1,877 | $5,983-68.6% | $5,329-64.8% | $11,426-83.6% |