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 9-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 | $78,573 | $190,805-58.8% | $159,960-50.9% | $134,475-41.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.13% | 552.23%-571.4pp | 408.60%-427.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,723 | $4,995-5.4% | $4,226+11.8% | $4,740-0.3% |
| Participant deferral / active EE | $13,097 | $6,923+89.2% | $6,182+111.8% | $6,400+104.7% |
| Admin fee / account holder | $6,099 | $10,471-41.8% | $8,698-29.9% | $11,426-46.6% |