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 | $39,239 | $92,703-57.7% | $82,719-52.6% | $134,475-70.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.23% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,849 | $3,274-13.0% | $3,009-5.3% | $4,740-39.9% |
| Participant deferral / active EE | $6,963 | $4,802+45.0% | $4,395+58.4% | $6,400+8.8% |
| Admin fee / account holder | $13,156 | $5,983+119.9% | $5,329+146.9% | $11,426+15.1% |