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 | $45,843 | $92,703-50.5% | $82,719-44.6% | $134,475-65.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -18.52% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,161 | $3,274+27.1% | $3,009+38.3% | $4,740-12.2% |
| Participant deferral / active EE | $13,861 | $4,802+188.6% | $4,395+215.4% | $6,400+116.6% |
| Admin fee / account holder | $3,234 | $5,983-46.0% | $5,329-39.3% | $11,426-71.7% |