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 | $27,234 | $92,703-70.6% | $82,719-67.1% | $134,475-79.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.11% | 944.92%-958.0pp | 701.18%-714.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $6,473 | $3,274+97.7% | $3,009+115.1% | $4,740+36.6% |
| Participant deferral / active EE | $8,218 | $4,802+71.1% | $4,395+87.0% | $6,400+28.4% |
| Admin fee / account holder | $240,216 | $5,983+3915.3% | $5,329+4407.8% | $11,426+2002.4% |