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 | $23,467 | $92,703-74.7% | $82,719-71.6% | $134,475-82.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.48% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,173 | $3,274-33.6% | $3,009-27.8% | $4,740-54.2% |
| Participant deferral / active EE | $11,186 | $4,802+132.9% | $4,395+154.5% | $6,400+74.8% |
| Admin fee / account holder | $10,487 | $5,983+75.3% | $5,329+96.8% | $11,426-8.2% |