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 | $18,640 | $97,757-80.9% | $83,848-77.8% | $135,375-86.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.03% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,662 | $4,222-36.9% | $3,631-26.7% | $4,779-44.3% |
| Participant deferral / active EE | $5,425 | $4,682+15.9% | $4,082+32.9% | $5,609-3.3% |
| Admin fee / account holder | $1,090 | $6,674-83.7% | $5,478-80.1% | $10,827-89.9% |