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 | $22,154 | $84,402-73.8% | $61,373-63.9% | $134,475-83.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.45% | 584.55%-602.0pp | 338.61%-356.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,193 | $1,544-22.7% | $1,159+2.9% | $4,740-74.8% |
| Participant deferral / active EE | $6,340 | $2,819+124.9% | $2,125+198.4% | $6,400-0.9% |
| Admin fee / account holder | $391 | $2,585-84.9% | $2,130-81.6% | $11,426-96.6% |