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 9-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 | $48,196 | $138,044-65.1% | $125,339-61.5% | $134,475-64.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.45% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,360 | $5,243+2.2% | $4,814+11.4% | $4,740+13.1% |
| Participant deferral / active EE | $5,846 | $7,799-25.0% | $7,446-21.5% | $6,400-8.6% |
| Admin fee / account holder | $2,674 | $11,571-76.9% | $10,010-73.3% | $11,426-76.6% |