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 | $35,721 | $95,971-62.8% | $74,550-52.1% | $135,375-73.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.69% | 56.96%-60.6pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $12,516 | $2,716+360.8% | $1,961+538.3% | $4,779+161.9% |
| Participant deferral / active EE | $6,668 | $3,843+73.5% | $3,108+114.5% | $5,609+18.9% |
| Admin fee / account holder | $2,349 | $6,522-64.0% | $5,060-53.6% | $10,827-78.3% |