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 7-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 | $33,151 | $92,703-64.2% | $82,719-59.9% | $134,475-75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.75% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $8,136 | $3,274+148.5% | $3,009+170.4% | $4,740+71.7% |
| Participant deferral / active EE | $5,017 | $4,802+4.5% | $4,395+14.1% | $6,400-21.6% |
| Admin fee / account holder | $334 | $5,983-94.4% | $5,329-93.7% | $11,426-97.1% |