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 | $45,478 | $90,600-49.8% | $79,464-42.8% | $135,375-66.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 977.43%-984.0pp | 718.14%-724.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,626 | $3,068+148.6% | $2,800+172.3% | $4,779+59.6% |
| Participant deferral / active EE | $5,879 | $4,050+45.2% | $3,704+58.7% | $5,609+4.8% |
| Admin fee / account holder | $1,031 | $5,907-82.6% | $5,113-79.8% | $10,827-90.5% |