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 | $20,466 | $92,703-77.9% | $82,719-75.3% | $134,475-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.98% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,700 | $3,274-17.5% | $3,009-10.3% | $4,740-43.0% |
| Participant deferral / active EE | $7,805 | $4,802+62.5% | $4,395+77.6% | $6,400+22.0% |
| Admin fee / account holder | $1,666 | $5,983-72.1% | $5,329-68.7% | $11,426-85.4% |