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 | $28,707 | $92,703-69.0% | $82,719-65.3% | $134,475-78.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.65% | 944.92%-965.6pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,195 | $3,274-2.4% | $3,009+6.2% | $4,740-32.6% |
| Participant deferral / active EE | $7,126 | $4,802+48.4% | $4,395+62.1% | $6,400+11.4% |
| Admin fee / account holder | $1,495 | $5,983-75.0% | $5,329-71.9% | $11,426-86.9% |