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 | $129,403 | $190,805-32.2% | $159,960-19.1% | $134,475-3.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.70% | 552.23%-570.9pp | 408.60%-427.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,624 | $4,995-47.5% | $4,226-37.9% | $4,740-44.6% |
| Participant deferral / active EE | $12,657 | $6,923+82.8% | $6,182+104.7% | $6,400+97.8% |
| Admin fee / account holder | $366 | $10,471-96.5% | $8,698-95.8% | $11,426-96.8% |