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 | $15,687 | $92,703-83.1% | $82,719-81.0% | $134,475-88.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.64% | 944.92%-955.6pp | 701.18%-711.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,992 | $3,274-8.6% | $3,009-0.6% | $4,740-36.9% |
| Participant deferral / active EE | $2,992 | $4,802-37.7% | $4,395-31.9% | $6,400-53.3% |
| Admin fee / account holder | $21,023 | $5,983+251.4% | $5,329+294.5% | $11,426+84.0% |