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 | $55,836 | $138,044-59.6% | $125,339-55.5% | $134,475-58.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.84% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,844 | $5,243-64.8% | $4,814-61.7% | $4,740-61.1% |
| Participant deferral / active EE | $8,045 | $7,799+3.2% | $7,446+8.0% | $6,400+25.7% |
| Admin fee / account holder | $8,238 | $11,571-28.8% | $10,010-17.7% | $11,426-27.9% |