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 8-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 | $28,729 | $92,703-69.0% | $82,719-65.3% | $134,475-78.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.86% | 944.92%-959.8pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,406 | $3,274-57.1% | $3,009-53.3% | $4,740-70.3% |
| Participant deferral / active EE | $2,355 | $4,802-51.0% | $4,395-46.4% | $6,400-63.2% |
| Admin fee / account holder | $465 | $5,983-92.2% | $5,329-91.3% | $11,426-95.9% |