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 | $22,231 | $138,044-83.9% | $125,339-82.3% | $134,475-83.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.52% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,109 | $5,243-40.7% | $4,814-35.4% | $4,740-34.4% |
| Participant deferral / active EE | $8,772 | $7,799+12.5% | $7,446+17.8% | $6,400+37.1% |
| Admin fee / account holder | $397 | $11,571-96.6% | $10,010-96.0% | $11,426-96.5% |