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 8-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 | $26,561 | $152,509-82.6% | $117,472-77.4% | $134,475-80.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.27% | 52.99%-72.3pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,481 | $5,571-55.5% | $4,176-40.6% | $4,740-47.6% |
| Participant deferral / active EE | $3,428 | $4,818-28.8% | $4,070-15.8% | $6,400-46.4% |
| Admin fee / account holder | $8,221 | $7,004+17.4% | $5,645+45.6% | $11,426-28.0% |