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 | $84,559 | $92,703-8.8% | $82,719+2.2% | $134,475-37.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.97% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,692 | $3,274-48.3% | $3,009-43.8% | $4,740-64.3% |
| Participant deferral / active EE | $7,740 | $4,802+61.2% | $4,395+76.1% | $6,400+20.9% |
| Admin fee / account holder | $413 | $5,983-93.1% | $5,329-92.3% | $11,426-96.4% |