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 5-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 | $14,077 | $92,703-84.8% | $82,719-83.0% | $134,475-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.72% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,294 | $3,274-60.5% | $3,009-57.0% | $4,740-72.7% |
| Participant deferral / active EE | $3,998 | $4,802-16.8% | $4,395-9.0% | $6,400-37.5% |
| Admin fee / account holder | $1,817 | $5,983-69.6% | $5,329-65.9% | $11,426-84.1% |