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 | $20,745 | $88,594-76.6% | $70,092-70.4% | $134,475-84.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -13.42% | 442.67%-456.1pp | 190.73%-204.2pp | 417.96%-431.4pp |
| Employer contribution / active EE | $5,310 | $3,233+64.3% | $2,559+107.5% | $4,740+12.0% |
| Participant deferral / active EE | $2,879 | $4,772-39.7% | $3,849-25.2% | $6,400-55.0% |
| Admin fee / account holder | $926 | $10,441-91.1% | $6,267-85.2% | $11,426-91.9% |