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 | $21,513 | $138,044-84.4% | $125,339-82.8% | $134,475-84.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.04% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,600 | $5,243-50.4% | $4,814-46.0% | $4,740-45.1% |
| Participant deferral / active EE | $2,659 | $7,799-65.9% | $7,446-64.3% | $6,400-58.4% |
| Admin fee / account holder | $4,059 | $11,571-64.9% | $10,010-59.5% | $11,426-64.5% |