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 | $54,880 | $138,044-60.2% | $125,339-56.2% | $134,475-59.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.80% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,405 | $5,243-54.1% | $4,814-50.0% | $4,740-49.3% |
| Participant deferral / active EE | $13,311 | $7,799+70.7% | $7,446+78.8% | $6,400+108.0% |
| Admin fee / account holder | $420 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |