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 9-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 | $77,738 | $99,640-22.0% | $86,436-10.1% | $134,475-42.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.64% | 6782.58%-6801.2pp | 4394.89%-4413.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,405 | $4,400-68.1% | $3,769-62.7% | $4,740-70.4% |
| Participant deferral / active EE | $4,037 | $7,246-44.3% | $6,952-41.9% | $6,400-36.9% |
| Admin fee / account holder | $3,026 | $8,371-63.9% | $6,731-55.0% | $11,426-73.5% |