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 | $116,208 | $99,640+16.6% | $86,436+34.4% | $134,475-13.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.34% | 6782.58%-6797.9pp | 4394.89%-4410.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,050 | $4,400-53.4% | $3,769-45.6% | $4,740-56.8% |
| Participant deferral / active EE | $7,606 | $7,246+5.0% | $6,952+9.4% | $6,400+18.8% |
| Admin fee / account holder | $612 | $8,371-92.7% | $6,731-90.9% | $11,426-94.6% |