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 | $37,499 | $92,703-59.5% | $82,719-54.7% | $134,475-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.87% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,040 | $3,274+23.4% | $3,009+34.3% | $4,740-14.8% |
| Participant deferral / active EE | $2,336 | $4,802-51.4% | $4,395-46.9% | $6,400-63.5% |
| Admin fee / account holder | $4,081 | $5,983-31.8% | $5,329-23.4% | $11,426-64.3% |