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 7-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 | $59,185 | $190,805-69.0% | $159,960-63.0% | $134,475-56.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.65% | 552.23%-565.9pp | 408.60%-422.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $6,500 | $4,995+30.1% | $4,226+53.8% | $4,740+37.1% |
| Participant deferral / active EE | $14,625 | $6,923+111.2% | $6,182+136.6% | $6,400+128.5% |
| Admin fee / account holder | $20,444 | $10,471+95.2% | $8,698+135.0% | $11,426+78.9% |