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 | $40,300 | $138,044-70.8% | $125,339-67.8% | $134,475-70.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.27% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,352 | $5,243-55.1% | $4,814-51.1% | $4,740-50.4% |
| Participant deferral / active EE | $15,448 | $7,799+98.1% | $7,446+107.5% | $6,400+141.4% |
| Admin fee / account holder | $3,961 | $11,571-65.8% | $10,010-60.4% | $11,426-65.3% |