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 5-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 | $18,153 | $99,640-81.8% | $86,436-79.0% | $134,475-86.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.03% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,055 | $4,400-53.3% | $3,769-45.5% | $4,740-56.6% |
| Participant deferral / active EE | $11,528 | $7,246+59.1% | $6,952+65.8% | $6,400+80.1% |
| Admin fee / account holder | $6,419 | $8,371-23.3% | $6,731-4.6% | $11,426-43.8% |