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 | $43,670 | $92,703-52.9% | $82,719-47.2% | $134,475-67.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.49% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,911 | $3,274-11.1% | $3,009-3.3% | $4,740-38.6% |
| Participant deferral / active EE | $8,115 | $4,802+69.0% | $4,395+84.6% | $6,400+26.8% |
| Admin fee / account holder | $1,861 | $5,983-68.9% | $5,329-65.1% | $11,426-83.7% |