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 | $42,833 | $90,600-52.7% | $79,464-46.1% | $135,375-68.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.50% | 977.43%-985.9pp | 718.14%-726.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,935 | $3,068-36.9% | $2,800-30.9% | $4,779-59.5% |
| Participant deferral / active EE | $9,250 | $4,050+128.4% | $3,704+149.7% | $5,609+64.9% |
| Admin fee / account holder | $632 | $5,907-89.3% | $5,113-87.6% | $10,827-94.2% |