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 5-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 | $38,554 | $138,044-72.1% | $125,339-69.2% | $134,475-71.3% |
| 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 | $3,240 | $5,243-38.2% | $4,814-32.7% | $4,740-31.6% |
| Participant deferral / active EE | $6,600 | $7,799-15.4% | $7,446-11.4% | $6,400+3.1% |
| Admin fee / account holder | $2,235 | $11,571-80.7% | $10,010-77.7% | $11,426-80.4% |