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 | $57,585 | $92,703-37.9% | $82,719-30.4% | $134,475-57.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.62% | 944.92%-955.5pp | 701.18%-711.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $12,345 | $3,274+277.1% | $3,009+310.3% | $4,740+160.5% |
| Participant deferral / active EE | $8,169 | $4,802+70.1% | $4,395+85.9% | $6,400+27.6% |
| Admin fee / account holder | $82,587 | $5,983+1280.5% | $5,329+1449.8% | $11,426+622.8% |