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 | $47,714 | $92,703-48.5% | $82,719-42.3% | $134,475-64.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.50% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,064 | $3,274+24.1% | $3,009+35.1% | $4,740-14.3% |
| Participant deferral / active EE | $5,663 | $4,802+17.9% | $4,395+28.9% | $6,400-11.5% |
| Admin fee / account holder | $1,163 | $5,983-80.6% | $5,329-78.2% | $11,426-89.8% |