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 10-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 | $77,242 | $92,703-16.7% | $82,719-6.6% | $134,475-42.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.30% | 944.92%-952.2pp | 701.18%-708.5pp | 417.96%-425.3pp |
| Employer contribution / active EE | $9,046 | $3,274+176.3% | $3,009+200.6% | $4,740+90.9% |
| Participant deferral / active EE | $7,276 | $4,802+51.5% | $4,395+65.6% | $6,400+13.7% |
| Admin fee / account holder | $1,058 | $5,983-82.3% | $5,329-80.1% | $11,426-90.7% |