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 | $39,517 | $92,703-57.4% | $82,719-52.2% | $134,475-70.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.16% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,041 | $3,274+54.0% | $3,009+67.5% | $4,740+6.4% |
| Participant deferral / active EE | $6,562 | $4,802+36.6% | $4,395+49.3% | $6,400+2.5% |
| Admin fee / account holder | $8,871 | $5,983+48.3% | $5,329+66.5% | $11,426-22.4% |