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 7-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 | $70,088 | $92,703-24.4% | $82,719-15.3% | $134,475-47.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.21% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,176 | $3,274+27.6% | $3,009+38.8% | $4,740-11.9% |
| Participant deferral / active EE | $14,932 | $4,802+210.9% | $4,395+239.7% | $6,400+133.3% |
| Admin fee / account holder | $518 | $5,983-91.3% | $5,329-90.3% | $11,426-95.5% |