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 4-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 | $56,606 | $84,402-32.9% | $61,373-7.8% | $134,475-57.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.77% | 584.55%-598.3pp | 338.61%-352.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $14,945 | $1,544+867.6% | $1,159+1189.0% | $4,740+215.3% |
| Participant deferral / active EE | $3,536 | $2,819+25.4% | $2,125+66.4% | $6,400-44.7% |
| Admin fee / account holder | $704,093 | $2,585+27135.6% | $2,130+32961.0% | $11,426+6062.3% |