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 6-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 | $31,066 | $92,703-66.5% | $82,719-62.4% | $134,475-76.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.10% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,425 | $3,274-25.9% | $3,009-19.4% | $4,740-48.8% |
| Participant deferral / active EE | $8,731 | $4,802+81.8% | $4,395+98.6% | $6,400+36.4% |
| Admin fee / account holder | $409 | $5,983-93.2% | $5,329-92.3% | $11,426-96.4% |