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 6-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 | $20,259 | $92,703-78.1% | $82,719-75.5% | $134,475-84.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.96% | 944.92%-965.9pp | 701.18%-722.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,815 | $3,274-44.5% | $3,009-39.7% | $4,740-61.7% |
| Participant deferral / active EE | $6,236 | $4,802+29.9% | $4,395+41.9% | $6,400-2.6% |
| Admin fee / account holder | $455 | $5,983-92.4% | $5,329-91.5% | $11,426-96.0% |