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 5-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 | $7,442 | $92,703-92.0% | $82,719-91.0% | $134,475-94.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.08% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,277 | $3,274-61.0% | $3,009-57.6% | $4,740-73.1% |
| Participant deferral / active EE | $2,541 | $4,802-47.1% | $4,395-42.2% | $6,400-60.3% |
| Admin fee / account holder | $2,333 | $5,983-61.0% | $5,329-56.2% | $11,426-79.6% |