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 | $100,840 | $138,044-27.0% | $125,339-19.5% | $134,475-25.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.81% | 750.33%-766.1pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,260 | $5,243-18.8% | $4,814-11.5% | $4,740-10.1% |
| Participant deferral / active EE | $17,667 | $7,799+126.5% | $7,446+137.3% | $6,400+176.1% |
| Admin fee / account holder | $53,664 | $11,571+363.8% | $10,010+436.1% | $11,426+369.7% |