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 | $10,253 | $92,703-88.9% | $82,719-87.6% | $134,475-92.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.94% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $24,705 | $3,274+654.6% | $3,009+721.1% | $4,740+421.2% |
| Participant deferral / active EE | $1,555 | $4,802-67.6% | $4,395-64.6% | $6,400-75.7% |
| Admin fee / account holder | $2,644 | $5,983-55.8% | $5,329-50.4% | $11,426-76.9% |