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 6-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 | $68,384 | $190,805-64.2% | $159,960-57.2% | $134,475-49.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.12% | 552.23%-570.4pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,673 | $4,995+53.6% | $4,226+81.6% | $4,740+61.9% |
| Participant deferral / active EE | $7,231 | $6,923+4.5% | $6,182+17.0% | $6,400+13.0% |
| Admin fee / account holder | $406 | $10,471-96.1% | $8,698-95.3% | $11,426-96.4% |