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 6-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 | $7,839 | $92,703-91.5% | $82,719-90.5% | $134,475-94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.97% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,858 | $3,274-12.7% | $3,009-5.0% | $4,740-39.7% |
| Participant deferral / active EE | $1,138 | $4,802-76.3% | $4,395-74.1% | $6,400-82.2% |
| Admin fee / account holder | $4,466 | $5,983-25.4% | $5,329-16.2% | $11,426-60.9% |