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 | $72,593 | $92,703-21.7% | $82,719-12.2% | $134,475-46.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.16% | 944.92%-953.1pp | 701.18%-709.3pp | 417.96%-426.1pp |
| Employer contribution / active EE | $15,874 | $3,274+384.9% | $3,009+427.6% | $4,740+234.9% |
| Participant deferral / active EE | $6,175 | $4,802+28.6% | $4,395+40.5% | $6,400-3.5% |
| Admin fee / account holder | $701 | $5,983-88.3% | $5,329-86.8% | $11,426-93.9% |