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 | $13,702 | $92,703-85.2% | $82,719-83.4% | $134,475-89.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.60% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,186 | $3,274-33.2% | $3,009-27.3% | $4,740-53.9% |
| Participant deferral / active EE | $3,932 | $4,802-18.1% | $4,395-10.5% | $6,400-38.6% |
| Admin fee / account holder | $8,509 | $5,983+42.2% | $5,329+59.7% | $11,426-25.5% |