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 | $26,523 | $92,703-71.4% | $82,719-67.9% | $134,475-80.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.26% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,120 | $3,274-35.3% | $3,009-29.6% | $4,740-55.3% |
| Participant deferral / active EE | $4,960 | $4,802+3.3% | $4,395+12.9% | $6,400-22.5% |
| Admin fee / account holder | $1,244 | $5,983-79.2% | $5,329-76.7% | $11,426-89.1% |