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 | $25,838 | $92,703-72.1% | $82,719-68.8% | $134,475-80.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.46% | 944.92%-953.4pp | 701.18%-709.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,437 | $3,274-56.1% | $3,009-52.2% | $4,740-69.7% |
| Participant deferral / active EE | $2,966 | $4,802-38.2% | $4,395-32.5% | $6,400-53.7% |
| Admin fee / account holder | $665 | $5,983-88.9% | $5,329-87.5% | $11,426-94.2% |