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 | $31,539 | $92,703-66.0% | $82,719-61.9% | $134,475-76.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,641 | $3,274-49.9% | $3,009-45.5% | $4,740-65.4% |
| Participant deferral / active EE | $1,129 | $4,802-76.5% | $4,395-74.3% | $6,400-82.4% |
| Admin fee / account holder | $677 | $5,983-88.7% | $5,329-87.3% | $11,426-94.1% |