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 | $27,897 | $92,703-69.9% | $82,719-66.3% | $134,475-79.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.06% | 944.92%-957.0pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,695 | $3,274-17.7% | $3,009-10.4% | $4,740-43.1% |
| Participant deferral / active EE | $4,471 | $4,802-6.9% | $4,395+1.7% | $6,400-30.1% |
| Admin fee / account holder | $24,861 | $5,983+315.6% | $5,329+366.5% | $11,426+117.6% |