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 | $43,063 | $92,703-53.5% | $82,719-47.9% | $134,475-68.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.61% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $5,881 | $3,274+79.6% | $3,009+95.5% | $4,740+24.1% |
| Participant deferral / active EE | $3,432 | $4,802-28.5% | $4,395-21.9% | $6,400-46.4% |
| Admin fee / account holder | $10,530 | $5,983+76.0% | $5,329+97.6% | $11,426-7.8% |