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 | $64,235 | $92,703-30.7% | $82,719-22.3% | $134,475-52.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.39% | 944.92%-960.3pp | 701.18%-716.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,685 | $3,274+43.1% | $3,009+55.7% | $4,740-1.2% |
| Participant deferral / active EE | $6,861 | $4,802+42.9% | $4,395+56.1% | $6,400+7.2% |
| Admin fee / account holder | $7,910 | $5,983+32.2% | $5,329+48.4% | $11,426-30.8% |