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 | $63,503 | $99,640-36.3% | $86,436-26.5% | $134,475-52.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.64% | 6782.58%-6803.2pp | 4394.89%-4415.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $9,618 | $4,400+118.6% | $3,769+155.2% | $4,740+102.9% |
| Participant deferral / active EE | $7,106 | $7,246-1.9% | $6,952+2.2% | $6,400+11.0% |
| Admin fee / account holder | $7,005 | $8,371-16.3% | $6,731+4.1% | $11,426-38.7% |