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 9-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 | $9,136 | $84,402-89.2% | $61,373-85.1% | $134,475-93.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.91% | 584.55%-604.5pp | 338.61%-358.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,165 | $1,544+104.9% | $1,159+173.0% | $4,740-33.2% |
| Participant deferral / active EE | $1,402 | $2,819-50.3% | $2,125-34.0% | $6,400-78.1% |
| Admin fee / account holder | $689 | $2,585-73.3% | $2,130-67.6% | $11,426-94.0% |