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 | $15,499 | $88,594-82.5% | $70,092-77.9% | $134,475-88.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.30% | 442.67%-451.0pp | 190.73%-199.0pp | 417.96%-426.3pp |
| Employer contribution / active EE | $6,825 | $3,233+111.1% | $2,559+166.7% | $4,740+44.0% |
| Participant deferral / active EE | $3,470 | $4,772-27.3% | $3,849-9.8% | $6,400-45.8% |
| Admin fee / account holder | $11,955 | $10,441+14.5% | $6,267+90.8% | $11,426+4.6% |