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 | $36,527 | $90,600-59.7% | $79,464-54.0% | $135,375-73.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.36% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $8,534 | $3,068+178.2% | $2,800+204.7% | $4,779+78.6% |
| Participant deferral / active EE | $9,134 | $4,050+125.5% | $3,704+146.6% | $5,609+62.8% |
| Admin fee / account holder | $4,612 | $5,907-21.9% | $5,113-9.8% | $10,827-57.4% |