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 | $29,677 | $92,703-68.0% | $82,719-64.1% | $134,475-77.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.64% | 944.92%-964.6pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,569 | $3,274-52.1% | $3,009-47.9% | $4,740-66.9% |
| Participant deferral / active EE | $6,088 | $4,802+26.8% | $4,395+38.5% | $6,400-4.9% |
| Admin fee / account holder | $1,458 | $5,983-75.6% | $5,329-72.6% | $11,426-87.2% |