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 9-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 | $37,114 | $95,971-61.3% | $74,550-50.2% | $135,375-72.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.24% | 56.96%-65.2pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $12,824 | $2,716+372.1% | $1,961+554.0% | $4,779+168.4% |
| Participant deferral / active EE | $5,739 | $3,843+49.3% | $3,108+84.7% | $5,609+2.3% |
| Admin fee / account holder | $410 | $6,522-93.7% | $5,060-91.9% | $10,827-96.2% |