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 | $84,449 | $138,044-38.8% | $125,339-32.6% | $134,475-37.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.79% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,020 | $5,243-61.5% | $4,814-58.0% | $4,740-57.4% |
| Participant deferral / active EE | $6,503 | $7,799-16.6% | $7,446-12.7% | $6,400+1.6% |
| Admin fee / account holder | $1,029 | $11,571-91.1% | $10,010-89.7% | $11,426-91.0% |