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 | $37,769 | $99,640-62.1% | $86,436-56.3% | $134,475-71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.08% | 6782.58%-6797.7pp | 4394.89%-4410.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $19,427 | $4,400+341.5% | $3,769+415.5% | $4,740+309.9% |
| Participant deferral / active EE | $7,988 | $7,246+10.2% | $6,952+14.9% | $6,400+24.8% |
| Admin fee / account holder | $335 | $8,371-96.0% | $6,731-95.0% | $11,426-97.1% |