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 7-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 | $47,596 | $92,703-48.7% | $82,719-42.5% | $134,475-64.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.43% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,027 | $3,274+23.0% | $3,009+33.8% | $4,740-15.0% |
| Participant deferral / active EE | $13,875 | $4,802+188.9% | $4,395+215.7% | $6,400+116.8% |
| Admin fee / account holder | $599 | $5,983-90.0% | $5,329-88.8% | $11,426-94.8% |