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 | $78,720 | $92,703-15.1% | $82,719-4.8% | $134,475-41.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.77% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $550 | $3,274-83.2% | $3,009-81.7% | $4,740-88.4% |
| Participant deferral / active EE | $3,308 | $4,802-31.1% | $4,395-24.7% | $6,400-48.3% |
| Admin fee / account holder | $1,107 | $5,983-81.5% | $5,329-79.2% | $11,426-90.3% |