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 | $54,229 | $138,044-60.7% | $125,339-56.7% | $134,475-59.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.92% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,794 | $5,243-27.6% | $4,814-21.2% | $4,740-20.0% |
| Participant deferral / active EE | $7,167 | $7,799-8.1% | $7,446-3.7% | $6,400+12.0% |
| Admin fee / account holder | $1,099 | $11,571-90.5% | $10,010-89.0% | $11,426-90.4% |