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 | $70,830 | $88,594-20.1% | $70,092+1.1% | $134,475-47.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.19% | 442.67%-461.9pp | 190.73%-209.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $8,441 | $3,233+161.1% | $2,559+229.9% | $4,740+78.1% |
| Participant deferral / active EE | $9,312 | $4,772+95.1% | $3,849+142.0% | $6,400+45.5% |
| Admin fee / account holder | $10,975 | $10,441+5.1% | $6,267+75.1% | $11,426-4.0% |