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 | $55,217 | $97,757-43.5% | $83,848-34.1% | $135,375-59.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.86% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $12,237 | $4,222+189.9% | $3,631+237.0% | $4,779+156.1% |
| Participant deferral / active EE | $7,059 | $4,682+50.8% | $4,082+72.9% | $5,609+25.9% |
| Admin fee / account holder | $2,516 | $6,674-62.3% | $5,478-54.1% | $10,827-76.8% |