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 5-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 | $36,477 | $92,703-60.7% | $82,719-55.9% | $134,475-72.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.89% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $12,671 | $3,274+287.0% | $3,009+321.1% | $4,740+167.3% |
| Participant deferral / active EE | $8,486 | $4,802+76.7% | $4,395+93.1% | $6,400+32.6% |
| Admin fee / account holder | $1,281 | $5,983-78.6% | $5,329-76.0% | $11,426-88.8% |