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 | $50,803 | $92,703-45.2% | $82,719-38.6% | $134,475-62.2% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -9.67% | 944.92%-954.6pp | 701.18%-710.8pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,947 | $3,274-10.0% | $3,009-2.0% | $4,740-37.8% |
| Participant deferral / active EE | $6,963 | $4,802+45.0% | $4,395+58.4% | $6,400+8.8% |
| Admin fee / account holder | $20,194 | $5,983+237.6% | $5,329+279.0% | $11,426+76.7% |