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 | $17,841 | $138,044-87.1% | $125,339-85.8% | $134,475-86.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.65% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $7,285 | $5,243+38.9% | $4,814+51.3% | $4,740+53.7% |
| Participant deferral / active EE | $2,609 | $7,799-66.5% | $7,446-65.0% | $6,400-59.2% |
| Admin fee / account holder | $7,393 | $11,571-36.1% | $10,010-26.1% | $11,426-35.3% |