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 | $29,599 | $92,703-68.1% | $82,719-64.2% | $134,475-78.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.56% | 944.92%-956.5pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $4,785 | $3,274+46.2% | $3,009+59.0% | $4,740+1.0% |
| Participant deferral / active EE | $1,229 | $4,802-74.4% | $4,395-72.0% | $6,400-80.8% |
| Admin fee / account holder | $2,978 | $5,983-50.2% | $5,329-44.1% | $11,426-73.9% |