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 | $39,364 | $92,703-57.5% | $82,719-52.4% | $134,475-70.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.27% | 944.92%-951.2pp | 701.18%-707.4pp | 417.96%-424.2pp |
| Employer contribution / active EE | $8,174 | $3,274+149.7% | $3,009+171.6% | $4,740+72.4% |
| Participant deferral / active EE | $4,399 | $4,802-8.4% | $4,395+0.1% | $6,400-31.3% |
| Admin fee / account holder | $601 | $5,983-90.0% | $5,329-88.7% | $11,426-94.7% |