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 | $39,896 | $99,640-60.0% | $86,436-53.8% | $134,475-70.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.28% | 6782.58%-6802.9pp | 4394.89%-4415.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $5,772 | $4,400+31.2% | $3,769+53.2% | $4,740+21.8% |
| Participant deferral / active EE | $7,250 | $7,246+0.1% | $6,952+4.3% | $6,400+13.3% |
| Admin fee / account holder | $700 | $8,371-91.6% | $6,731-89.6% | $11,426-93.9% |