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 | $79,263 | $92,703-14.5% | $82,719-4.2% | $134,475-41.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.40% | 944.92%-965.3pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $6,479 | $3,274+97.9% | $3,009+115.3% | $4,740+36.7% |
| Participant deferral / active EE | $24,188 | $4,802+403.7% | $4,395+450.3% | $6,400+277.9% |
| Admin fee / account holder | $821 | $5,983-86.3% | $5,329-84.6% | $11,426-92.8% |