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 8-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 | $52,249 | $138,044-62.2% | $125,339-58.3% | $134,475-61.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.41% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,714 | $5,243-29.2% | $4,814-22.8% | $4,740-21.6% |
| Participant deferral / active EE | $9,244 | $7,799+18.5% | $7,446+24.1% | $6,400+44.4% |
| Admin fee / account holder | $478 | $11,571-95.9% | $10,010-95.2% | $11,426-95.8% |