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 9-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 | $56,563 | $92,703-39.0% | $82,719-31.6% | $134,475-57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.67% | 944.92%-956.6pp | 701.18%-712.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,676 | $3,274-18.3% | $3,009-11.1% | $4,740-43.5% |
| Participant deferral / active EE | $1,242 | $4,802-74.1% | $4,395-71.7% | $6,400-80.6% |
| Admin fee / account holder | $1,506 | $5,983-74.8% | $5,329-71.7% | $11,426-86.8% |