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 | $35,633 | $92,703-61.6% | $82,719-56.9% | $134,475-73.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.22% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,607 | $3,274-50.9% | $3,009-46.6% | $4,740-66.1% |
| Participant deferral / active EE | $12,989 | $4,802+170.5% | $4,395+195.5% | $6,400+103.0% |
| Admin fee / account holder | $1,606 | $5,983-73.2% | $5,329-69.9% | $11,426-85.9% |