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 | $8,132 | $92,703-91.2% | $82,719-90.2% | $134,475-94.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.41% | 944.92%-964.3pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $624 | $3,274-80.9% | $3,009-79.3% | $4,740-86.8% |
| Participant deferral / active EE | $1,645 | $4,802-65.7% | $4,395-62.6% | $6,400-74.3% |
| Admin fee / account holder | $470 | $5,983-92.1% | $5,329-91.2% | $11,426-95.9% |