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 7-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 | $17,324 | $88,594-80.4% | $70,092-75.3% | $134,475-87.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.82% | 442.67%-462.5pp | 190.73%-210.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $959 | $3,233-70.3% | $2,559-62.5% | $4,740-79.8% |
| Participant deferral / active EE | $1,969 | $4,772-58.7% | $3,849-48.8% | $6,400-69.2% |
| Admin fee / account holder | $559 | $10,441-94.7% | $6,267-91.1% | $11,426-95.1% |