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 | $15,420 | $92,703-83.4% | $82,719-81.4% | $134,475-88.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.27% | 944.92%-958.2pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,620 | $3,274-50.5% | $3,009-46.2% | $4,740-65.8% |
| Participant deferral / active EE | $1,931 | $4,802-59.8% | $4,395-56.1% | $6,400-69.8% |
| Admin fee / account holder | $6,389 | $5,983+6.8% | $5,329+19.9% | $11,426-44.1% |