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 | $73,063 | $92,703-21.2% | $82,719-11.7% | $134,475-45.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.48% | 944.92%-958.4pp | 701.18%-714.7pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,099 | $3,274-66.4% | $3,009-63.5% | $4,740-76.8% |
| Participant deferral / active EE | $2,548 | $4,802-46.9% | $4,395-42.0% | $6,400-60.2% |
| Admin fee / account holder | $729 | $5,983-87.8% | $5,329-86.3% | $11,426-93.6% |