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 | $26,063 | $92,703-71.9% | $82,719-68.5% | $134,475-80.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.62% | 944.92%-965.5pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,958 | $3,274+20.9% | $3,009+31.5% | $4,740-16.5% |
| Participant deferral / active EE | $3,958 | $4,802-17.6% | $4,395-9.9% | $6,400-38.2% |
| Admin fee / account holder | $1,758 | $5,983-70.6% | $5,329-67.0% | $11,426-84.6% |