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 10-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 | $44,735 | $92,703-51.7% | $82,719-45.9% | $134,475-66.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.80% | 944.92%-952.7pp | 701.18%-709.0pp | 417.96%-425.8pp |
| Employer contribution / active EE | $6,134 | $3,274+87.4% | $3,009+103.8% | $4,740+29.4% |
| Participant deferral / active EE | $11,529 | $4,802+140.1% | $4,395+162.3% | $6,400+80.2% |
| Admin fee / account holder | $65,197 | $5,983+989.8% | $5,329+1123.5% | $11,426+470.6% |