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 | $37,526 | $92,703-59.5% | $82,719-54.6% | $134,475-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.08% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,026 | $3,274+23.0% | $3,009+33.8% | $4,740-15.1% |
| Participant deferral / active EE | $3,572 | $4,802-25.6% | $4,395-18.7% | $6,400-44.2% |
| Admin fee / account holder | $1,486 | $5,983-75.2% | $5,329-72.1% | $11,426-87.0% |