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 | $37,299 | $138,044-73.0% | $125,339-70.2% | $134,475-72.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.44% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,793 | $5,243-65.8% | $4,814-62.8% | $4,740-62.2% |
| Participant deferral / active EE | $23,938 | $7,799+206.9% | $7,446+221.5% | $6,400+274.0% |
| Admin fee / account holder | $6,693 | $11,571-42.2% | $10,010-33.1% | $11,426-41.4% |