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 | $38,968 | $92,703-58.0% | $82,719-52.9% | $134,475-71.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.76% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,616 | $3,274-50.7% | $3,009-46.3% | $4,740-65.9% |
| Participant deferral / active EE | $10,040 | $4,802+109.1% | $4,395+128.4% | $6,400+56.9% |
| Admin fee / account holder | $4,653 | $5,983-22.2% | $5,329-12.7% | $11,426-59.3% |