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 | $31,948 | $92,703-65.5% | $82,719-61.4% | $134,475-76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,607 | $3,274-20.4% | $3,009-13.4% | $4,740-45.0% |
| Participant deferral / active EE | $3,069 | $4,802-36.1% | $4,395-30.2% | $6,400-52.0% |
| Admin fee / account holder | $22,822 | $5,983+281.5% | $5,329+328.3% | $11,426+99.7% |