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 8-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 | $40,574 | $106,543-61.9% | $91,220-55.5% | $134,475-69.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -4.76% | 160.60%-165.4pp | 114.01%-118.8pp | 417.96%-422.7pp |
| Employer contribution / active EE | $5,641 | $3,331+69.4% | $2,850+97.9% | $4,740+19.0% |
| Participant deferral / active EE | $3,087 | $4,719-34.6% | $4,234-27.1% | $6,400-51.8% |
| Admin fee / account holder | $2,362 | $6,231-62.1% | $5,420-56.4% | $11,426-79.3% |