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 6-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 | $90,958 | $106,543-14.6% | $91,220-0.3% | $134,475-32.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.60% | 160.60%-174.2pp | 114.01%-127.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $19,557 | $3,331+487.2% | $2,850+586.2% | $4,740+312.6% |
| Participant deferral / active EE | $14,797 | $4,719+213.6% | $4,234+249.5% | $6,400+131.2% |
| Admin fee / account holder | $767 | $6,231-87.7% | $5,420-85.9% | $11,426-93.3% |