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 10-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 | $63,905 | $92,703-31.1% | $82,719-22.7% | $134,475-52.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.92% | 944.92%-964.8pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $8,182 | $3,274+149.9% | $3,009+171.9% | $4,740+72.6% |
| Participant deferral / active EE | $9,979 | $4,802+107.8% | $4,395+127.1% | $6,400+55.9% |
| Admin fee / account holder | $2,614 | $5,983-56.3% | $5,329-50.9% | $11,426-77.1% |