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 6-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 | $49,212 | $92,703-46.9% | $82,719-40.5% | $134,475-63.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.17% | 944.92%-956.1pp | 701.18%-712.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $12,352 | $3,274+277.3% | $3,009+310.5% | $4,740+160.6% |
| Participant deferral / active EE | $12,352 | $4,802+157.2% | $4,395+181.0% | $6,400+93.0% |
| Admin fee / account holder | $14,345 | $5,983+139.8% | $5,329+169.2% | $11,426+25.5% |