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 8-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 | $41,064 | $92,703-55.7% | $82,719-50.4% | $134,475-69.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.94% | 944.92%-962.9pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $823 | $3,274-74.9% | $3,009-72.6% | $4,740-82.6% |
| Participant deferral / active EE | $4,517 | $4,802-5.9% | $4,395+2.8% | $6,400-29.4% |
| Admin fee / account holder | $176,382 | $5,983+2848.3% | $5,329+3209.9% | $11,426+1443.7% |