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 8-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 | $28,092 | $138,044-79.6% | $125,339-77.6% | $134,475-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.34% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.3pp |
| Employer contribution / active EE | $8,279 | $5,243+57.9% | $4,814+72.0% | $4,740+74.7% |
| Participant deferral / active EE | $3,817 | $7,799-51.1% | $7,446-48.7% | $6,400-40.4% |
| Admin fee / account holder | $13,690 | $11,571+18.3% | $10,010+36.8% | $11,426+19.8% |