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 | $29,482 | $92,703-68.2% | $82,719-64.4% | $134,475-78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.61% | 944.92%-957.5pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $6,083 | $3,274+85.8% | $3,009+102.2% | $4,740+28.3% |
| Participant deferral / active EE | $3,429 | $4,802-28.6% | $4,395-22.0% | $6,400-46.4% |
| Admin fee / account holder | $1,966 | $5,983-67.1% | $5,329-63.1% | $11,426-82.8% |