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 | $68,703 | $92,703-25.9% | $82,719-16.9% | $134,475-48.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.99% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $12,092 | $3,274+269.4% | $3,009+301.9% | $4,740+155.1% |
| Participant deferral / active EE | $15,674 | $4,802+226.4% | $4,395+256.6% | $6,400+144.9% |
| Admin fee / account holder | $745 | $5,983-87.6% | $5,329-86.0% | $11,426-93.5% |