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 | $30,396 | $92,703-67.2% | $82,719-63.3% | $134,475-77.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.93% | 944.92%-951.9pp | 701.18%-708.1pp | 417.96%-424.9pp |
| Employer contribution / active EE | $5,515 | $3,274+68.5% | $3,009+83.3% | $4,740+16.4% |
| Participant deferral / active EE | $11,133 | $4,802+131.8% | $4,395+153.3% | $6,400+74.0% |
| Admin fee / account holder | $23,577 | $5,983+294.1% | $5,329+342.4% | $11,426+106.3% |