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 | $64,328 | $92,703-30.6% | $82,719-22.2% | $134,475-52.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.60% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,293 | $3,274-30.0% | $3,009-23.8% | $4,740-51.6% |
| Participant deferral / active EE | $1,480 | $4,802-69.2% | $4,395-66.3% | $6,400-76.9% |
| Admin fee / account holder | $2,731 | $5,983-54.4% | $5,329-48.8% | $11,426-76.1% |