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 | $80,820 | $92,703-12.8% | $82,719-2.3% | $134,475-39.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.56% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,864 | $3,274-43.1% | $3,009-38.1% | $4,740-60.7% |
| Participant deferral / active EE | $4,041 | $4,802-15.9% | $4,395-8.1% | $6,400-36.9% |
| Admin fee / account holder | $3,208 | $5,983-46.4% | $5,329-39.8% | $11,426-71.9% |