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 | $33,016 | $99,640-66.9% | $86,436-61.8% | $134,475-75.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.53% | 6782.58%-6800.1pp | 4394.89%-4412.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,835 | $4,400-12.8% | $3,769+1.8% | $4,740-19.1% |
| Participant deferral / active EE | $8,362 | $7,246+15.4% | $6,952+20.3% | $6,400+30.7% |
| Admin fee / account holder | $6,490 | $8,371-22.5% | $6,731-3.6% | $11,426-43.2% |