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 7-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 | $37,856 | $92,703-59.2% | $82,719-54.2% | $134,475-71.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.57% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $7,091 | $3,274+116.6% | $3,009+135.7% | $4,740+49.6% |
| Participant deferral / active EE | $1,812 | $4,802-62.3% | $4,395-58.8% | $6,400-71.7% |
| Admin fee / account holder | $503 | $5,983-91.6% | $5,329-90.6% | $11,426-95.6% |