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 | $77,966 | $88,594-12.0% | $70,092+11.2% | $134,475-42.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.01% | 442.67%-459.7pp | 190.73%-207.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,930 | $3,233-40.3% | $2,559-24.6% | $4,740-59.3% |
| Participant deferral / active EE | $6,431 | $4,772+34.8% | $3,849+67.1% | $6,400+0.5% |
| Admin fee / account holder | $4,703 | $10,441-55.0% | $6,267-24.9% | $11,426-58.8% |