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 | $24,212 | $92,703-73.9% | $82,719-70.7% | $134,475-82.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.86% | 944.92%-955.8pp | 701.18%-712.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,563 | $3,274+8.8% | $3,009+18.4% | $4,740-24.8% |
| Participant deferral / active EE | $11,956 | $4,802+149.0% | $4,395+172.0% | $6,400+86.8% |
| Admin fee / account holder | $11,076 | $5,983+85.1% | $5,329+107.8% | $11,426-3.1% |