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 4-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 | $48,045 | $92,703-48.2% | $82,719-41.9% | $134,475-64.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -15.70% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $12,609 | $3,274+285.2% | $3,009+319.1% | $4,740+166.0% |
| Participant deferral / active EE | $9,891 | $4,802+106.0% | $4,395+125.0% | $6,400+54.6% |
| Admin fee / account holder | $706 | $5,983-88.2% | $5,329-86.7% | $11,426-93.8% |