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 | $93,868 | $102,317-8.3% | $146,958-36.1% | $80,856+16.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 95.05% | 134.76%-39.7pp | 418.34%-323.3pp | 35.59%+59.5pp |
| Employer contribution / active EE | $2,116 | $3,713-43.0% | $4,933-57.1% | $2,755-23.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $957 | $7,941-87.9% | $12,998-92.6% | $6,918-86.2% |