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 | $55,177 | $92,703-40.5% | $82,719-33.3% | $134,475-59.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.44% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,411 | $3,274+34.7% | $3,009+46.6% | $4,740-6.9% |
| Participant deferral / active EE | $10,360 | $4,802+115.7% | $4,395+135.7% | $6,400+61.9% |
| Admin fee / account holder | $2,144 | $5,983-64.2% | $5,329-59.8% | $11,426-81.2% |