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 | $20,637 | $92,703-77.7% | $82,719-75.1% | $134,475-84.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.98% | 944.92%-958.9pp | 701.18%-715.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $14,117 | $3,274+331.2% | $3,009+369.2% | $4,740+197.8% |
| Participant deferral / active EE | $19,648 | $4,802+309.2% | $4,395+347.1% | $6,400+207.0% |
| Admin fee / account holder | $16,277 | $5,983+172.1% | $5,329+205.4% | $11,426+42.5% |