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 | $55,418 | $92,703-40.2% | $82,719-33.0% | $134,475-58.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.11% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,186 | $3,274+27.9% | $3,009+39.1% | $4,740-11.7% |
| Participant deferral / active EE | $7,084 | $4,802+47.5% | $4,395+61.2% | $6,400+10.7% |
| Admin fee / account holder | $6,380 | $5,983+6.6% | $5,329+19.7% | $11,426-44.2% |