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 5-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 | $41,842 | $92,703-54.9% | $82,719-49.4% | $134,475-68.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.40% | 944.92%-965.3pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,621 | $3,274-20.0% | $3,009-12.9% | $4,740-44.7% |
| Participant deferral / active EE | $18,719 | $4,802+289.8% | $4,395+325.9% | $6,400+192.5% |
| Admin fee / account holder | $600 | $5,983-90.0% | $5,329-88.7% | $11,426-94.7% |