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 | $20,292 | $84,402-76.0% | $61,373-66.9% | $134,475-84.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.93% | 584.55%-601.5pp | 338.61%-355.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,571 | $1,544+455.0% | $1,159+639.3% | $4,740+80.8% |
| Participant deferral / active EE | $3,815 | $2,819+35.3% | $2,125+79.5% | $6,400-40.4% |
| Admin fee / account holder | $2,267 | $2,585-12.3% | $2,130+6.5% | $11,426-80.2% |