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 | $81,245 | $138,044-41.1% | $125,339-35.2% | $134,475-39.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.46% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,846 | $5,243-26.7% | $4,814-20.1% | $4,740-18.9% |
| Participant deferral / active EE | $9,867 | $7,799+26.5% | $7,446+32.5% | $6,400+54.2% |
| Admin fee / account holder | $63,270 | $11,571+446.8% | $10,010+532.1% | $11,426+453.7% |