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 | $18,659 | $92,703-79.9% | $82,719-77.4% | $134,475-86.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.88% | 944.92%-959.8pp | 701.18%-716.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,585 | $3,274-21.0% | $3,009-14.1% | $4,740-45.5% |
| Participant deferral / active EE | $2,585 | $4,802-46.2% | $4,395-41.2% | $6,400-59.6% |
| Admin fee / account holder | $443 | $5,983-92.6% | $5,329-91.7% | $11,426-96.1% |