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 | $78,783 | $92,703-15.0% | $82,719-4.8% | $134,475-41.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.08% | 944.92%-957.0pp | 701.18%-713.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $11,067 | $3,274+238.0% | $3,009+267.8% | $4,740+133.5% |
| Participant deferral / active EE | $2,544 | $4,802-47.0% | $4,395-42.1% | $6,400-60.2% |
| Admin fee / account holder | $1,302 | $5,983-78.2% | $5,329-75.6% | $11,426-88.6% |