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 | $12,807 | $92,703-86.2% | $82,719-84.5% | $134,475-90.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.49% | 944.92%-956.4pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,103 | $3,274-66.3% | $3,009-63.3% | $4,740-76.7% |
| Participant deferral / active EE | $1,130 | $4,802-76.5% | $4,395-74.3% | $6,400-82.3% |
| Admin fee / account holder | $3,792 | $5,983-36.6% | $5,329-28.8% | $11,426-66.8% |