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 | $70,822 | $92,703-23.6% | $82,719-14.4% | $134,475-47.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.01% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,821 | $3,274-13.8% | $3,009-6.3% | $4,740-40.5% |
| Participant deferral / active EE | $6,875 | $4,802+43.2% | $4,395+56.4% | $6,400+7.4% |
| Admin fee / account holder | $15,115 | $5,983+152.6% | $5,329+183.6% | $11,426+32.3% |