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 7-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 | $56,005 | $99,640-43.8% | $86,436-35.2% | $134,475-58.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.85% | 6782.58%-6798.4pp | 4394.89%-4410.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $8,000 | $4,400+81.8% | $3,769+112.3% | $4,740+68.8% |
| Participant deferral / active EE | $11,363 | $7,246+56.8% | $6,952+63.5% | $6,400+77.5% |
| Admin fee / account holder | $1,063 | $8,371-87.3% | $6,731-84.2% | $11,426-90.7% |