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 | $20,885 | $92,703-77.5% | $82,719-74.8% | $134,475-84.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.76% | 944.92%-953.7pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,251 | $3,274+60.4% | $3,009+74.5% | $4,740+10.8% |
| Participant deferral / active EE | $1,359 | $4,802-71.7% | $4,395-69.1% | $6,400-78.8% |
| Admin fee / account holder | $2,868 | $5,983-52.1% | $5,329-46.2% | $11,426-74.9% |