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 8-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 | $69,962 | $92,703-24.5% | $82,719-15.4% | $134,475-48.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.54% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,909 | $3,274+19.4% | $3,009+29.9% | $4,740-17.5% |
| Participant deferral / active EE | $8,524 | $4,802+77.5% | $4,395+93.9% | $6,400+33.2% |
| Admin fee / account holder | $6,987 | $5,983+16.8% | $5,329+31.1% | $11,426-38.9% |