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 7-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 | $9,570 | $92,703-89.7% | $82,719-88.4% | $134,475-92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.74% | 944.92%-961.7pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,305 | $3,274-29.6% | $3,009-23.4% | $4,740-51.4% |
| Participant deferral / active EE | $2,420 | $4,802-49.6% | $4,395-44.9% | $6,400-62.2% |
| Admin fee / account holder | $2,712 | $5,983-54.7% | $5,329-49.1% | $11,426-76.3% |