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 | $55,592 | $92,703-40.0% | $82,719-32.8% | $134,475-58.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.52% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,926 | $3,274-41.2% | $3,009-36.0% | $4,740-59.4% |
| Participant deferral / active EE | $6,486 | $4,802+35.1% | $4,395+47.6% | $6,400+1.4% |
| Admin fee / account holder | $2,139 | $5,983-64.2% | $5,329-59.9% | $11,426-81.3% |