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 6-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 | $62,328 | $152,509-59.1% | $117,472-46.9% | $134,475-53.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.30% | 52.99%-70.3pp | 29.74%-47.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $22,489 | $5,571+303.7% | $4,176+438.5% | $4,740+374.5% |
| Participant deferral / active EE | $20,500 | $4,818+325.5% | $4,070+403.7% | $6,400+220.3% |
| Admin fee / account holder | $91,874 | $7,004+1211.8% | $5,645+1527.6% | $11,426+704.1% |