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 | $14,464 | $84,402-82.9% | $61,373-76.4% | $134,475-89.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.04% | 584.55%-604.6pp | 338.61%-358.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,553 | $1,544+65.3% | $1,159+120.2% | $4,740-46.1% |
| Participant deferral / active EE | $3,446 | $2,819+22.2% | $2,125+62.2% | $6,400-46.2% |
| Admin fee / account holder | $2,046 | $2,585-20.8% | $2,130-3.9% | $11,426-82.1% |