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 | $19,390 | $138,044-86.0% | $125,339-84.5% | $134,475-85.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.21% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $5,402 | $5,243+3.0% | $4,814+12.2% | $4,740+14.0% |
| Participant deferral / active EE | $5,402 | $7,799-30.7% | $7,446-27.5% | $6,400-15.6% |
| Admin fee / account holder | $3,785 | $11,571-67.3% | $10,010-62.2% | $11,426-66.9% |