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 | $42,227 | $92,703-54.4% | $82,719-49.0% | $134,475-68.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.29% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $5,442 | $3,274+66.2% | $3,009+80.9% | $4,740+14.8% |
| Participant deferral / active EE | $10,224 | $4,802+112.9% | $4,395+132.6% | $6,400+59.8% |
| Admin fee / account holder | $4,173 | $5,983-30.2% | $5,329-21.7% | $11,426-63.5% |