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 | $18,420 | $92,703-80.1% | $82,719-77.7% | $134,475-86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.66% | 944.92%-952.6pp | 701.18%-708.8pp | 417.96%-425.6pp |
| Employer contribution / active EE | $4,583 | $3,274+40.0% | $3,009+52.3% | $4,740-3.3% |
| Participant deferral / active EE | $4,583 | $4,802-4.6% | $4,395+4.3% | $6,400-28.4% |
| Admin fee / account holder | $109,993 | $5,983+1738.6% | $5,329+1964.1% | $11,426+862.7% |