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 | $36,750 | $92,703-60.4% | $82,719-55.6% | $134,475-72.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.01% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,423 | $3,274+96.2% | $3,009+113.5% | $4,740+35.5% |
| Participant deferral / active EE | $6,042 | $4,802+25.8% | $4,395+37.5% | $6,400-5.6% |
| Admin fee / account holder | $2,912 | $5,983-51.3% | $5,329-45.4% | $11,426-74.5% |