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 | $40,634 | $92,703-56.2% | $82,719-50.9% | $134,475-69.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.50% | 944.92%-956.4pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,385 | $3,274+3.4% | $3,009+12.5% | $4,740-28.6% |
| Participant deferral / active EE | $2,408 | $4,802-49.9% | $4,395-45.2% | $6,400-62.4% |
| Admin fee / account holder | $487 | $5,983-91.9% | $5,329-90.9% | $11,426-95.7% |