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 | $57,593 | $190,805-69.8% | $159,960-64.0% | $134,475-57.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.22% | 552.23%-568.5pp | 408.60%-424.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,921 | $4,995-41.5% | $4,226-30.9% | $4,740-38.4% |
| Participant deferral / active EE | $8,257 | $6,923+19.3% | $6,182+33.6% | $6,400+29.0% |
| Admin fee / account holder | $45,510 | $10,471+334.6% | $8,698+423.2% | $11,426+298.3% |