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 | $27,224 | $106,543-74.4% | $91,220-70.2% | $134,475-79.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.80% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $14,716 | $3,331+341.9% | $2,850+416.3% | $4,740+210.5% |
| Participant deferral / active EE | $1,612 | $4,719-65.8% | $4,234-61.9% | $6,400-74.8% |
| Admin fee / account holder | $1,523 | $6,231-75.6% | $5,420-71.9% | $11,426-86.7% |