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 | $30,065 | $92,703-67.6% | $82,719-63.7% | $134,475-77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.14% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $6,310 | $3,274+92.7% | $3,009+109.7% | $4,740+33.1% |
| Participant deferral / active EE | $2,035 | $4,802-57.6% | $4,395-53.7% | $6,400-68.2% |
| Admin fee / account holder | $72,762 | $5,983+1116.3% | $5,329+1265.4% | $11,426+536.8% |