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 | $23,133 | $92,703-75.0% | $82,719-72.0% | $134,475-82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.17% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,033 | $3,274-7.4% | $3,009+0.8% | $4,740-36.0% |
| Participant deferral / active EE | $5,580 | $4,802+16.2% | $4,395+27.0% | $6,400-12.8% |
| Admin fee / account holder | $1,038 | $5,983-82.6% | $5,329-80.5% | $11,426-90.9% |