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 | $44,372 | $92,703-52.1% | $82,719-46.4% | $134,475-67.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.66% | 944.92%-960.6pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,139 | $3,274-34.7% | $3,009-28.9% | $4,740-54.9% |
| Participant deferral / active EE | $7,531 | $4,802+56.8% | $4,395+71.4% | $6,400+17.7% |
| Admin fee / account holder | $11,157 | $5,983+86.5% | $5,329+109.4% | $11,426-2.4% |