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 | $72,460 | $92,703-21.8% | $82,719-12.4% | $134,475-46.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.13% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,281 | $3,274+61.3% | $3,009+75.5% | $4,740+11.4% |
| Participant deferral / active EE | $8,406 | $4,802+75.0% | $4,395+91.3% | $6,400+31.3% |
| Admin fee / account holder | $4,849 | $5,983-18.9% | $5,329-9.0% | $11,426-57.6% |