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 | $53,779 | $92,703-42.0% | $82,719-35.0% | $134,475-60.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.39% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,320 | $3,274+1.4% | $3,009+10.3% | $4,740-30.0% |
| Participant deferral / active EE | $10,729 | $4,802+123.4% | $4,395+144.1% | $6,400+67.6% |
| Admin fee / account holder | $6,574 | $5,983+9.9% | $5,329+23.4% | $11,426-42.5% |