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 | $15,886 | $92,703-82.9% | $82,719-80.8% | $134,475-88.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.68% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,758 | $3,274+14.8% | $3,009+24.9% | $4,740-20.7% |
| Participant deferral / active EE | $4,136 | $4,802-13.9% | $4,395-5.9% | $6,400-35.4% |
| Admin fee / account holder | $316 | $5,983-94.7% | $5,329-94.1% | $11,426-97.2% |