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 8-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 | $79,174 | $92,703-14.6% | $82,719-4.3% | $134,475-41.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.80% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,494 | $3,274+6.7% | $3,009+16.1% | $4,740-26.3% |
| Participant deferral / active EE | $7,816 | $4,802+62.8% | $4,395+77.8% | $6,400+22.1% |
| Admin fee / account holder | $10,305 | $5,983+72.3% | $5,329+93.4% | $11,426-9.8% |