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 | $25,667 | $92,703-72.3% | $82,719-69.0% | $134,475-80.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.88% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,484 | $3,274-54.7% | $3,009-50.7% | $4,740-68.7% |
| Participant deferral / active EE | $6,219 | $4,802+29.5% | $4,395+41.5% | $6,400-2.8% |
| Admin fee / account holder | $1,205 | $5,983-79.9% | $5,329-77.4% | $11,426-89.5% |