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 | $35,527 | $92,703-61.7% | $82,719-57.1% | $134,475-73.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.90% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,220 | $3,274+120.5% | $3,009+139.9% | $4,740+52.3% |
| Participant deferral / active EE | $6,606 | $4,802+37.6% | $4,395+50.3% | $6,400+3.2% |
| Admin fee / account holder | $609 | $5,983-89.8% | $5,329-88.6% | $11,426-94.7% |