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 | $38,903 | $92,703-58.0% | $82,719-53.0% | $134,475-71.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.04% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $9,967 | $3,274+204.4% | $3,009+231.2% | $4,740+110.3% |
| Participant deferral / active EE | $1,028 | $4,802-78.6% | $4,395-76.6% | $6,400-83.9% |
| Admin fee / account holder | $4,322 | $5,983-27.8% | $5,329-18.9% | $11,426-62.2% |