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 6-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 | $16,014 | $92,703-82.7% | $82,719-80.6% | $134,475-88.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.88% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,808 | $3,274-44.8% | $3,009-39.9% | $4,740-61.9% |
| Participant deferral / active EE | $2,017 | $4,802-58.0% | $4,395-54.1% | $6,400-68.5% |
| Admin fee / account holder | $534 | $5,983-91.1% | $5,329-90.0% | $11,426-95.3% |