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 | $77,161 | $99,640-22.6% | $86,436-10.7% | $134,475-42.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.54% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,677 | $4,400-61.9% | $3,769-55.5% | $4,740-64.6% |
| Participant deferral / active EE | $4,548 | $7,246-37.2% | $6,952-34.6% | $6,400-28.9% |
| Admin fee / account holder | $683 | $8,371-91.8% | $6,731-89.9% | $11,426-94.0% |