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 | $26,192 | $92,703-71.7% | $82,719-68.3% | $134,475-80.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,577 | $3,274+100.9% | $3,009+118.6% | $4,740+38.8% |
| Participant deferral / active EE | $8,541 | $4,802+77.9% | $4,395+94.3% | $6,400+33.5% |
| Admin fee / account holder | $2,238 | $5,983-62.6% | $5,329-58.0% | $11,426-80.4% |