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 6-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 | $25,056 | $92,703-73.0% | $82,719-69.7% | $134,475-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.73% | 944.92%-965.7pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,953 | $3,274-9.8% | $3,009-1.9% | $4,740-37.7% |
| Participant deferral / active EE | $5,273 | $4,802+9.8% | $4,395+20.0% | $6,400-17.6% |
| Admin fee / account holder | $312 | $5,983-94.8% | $5,329-94.2% | $11,426-97.3% |