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 | $57,828 | $92,703-37.6% | $82,719-30.1% | $134,475-57.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.10% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,061 | $3,274+24.0% | $3,009+35.0% | $4,740-14.3% |
| Participant deferral / active EE | $9,351 | $4,802+94.7% | $4,395+112.8% | $6,400+46.1% |
| Admin fee / account holder | $953 | $5,983-84.1% | $5,329-82.1% | $11,426-91.7% |