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 | $47,061 | $138,044-65.9% | $125,339-62.5% | $134,475-65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.12% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,303 | $5,243-17.9% | $4,814-10.6% | $4,740-9.2% |
| Participant deferral / active EE | $8,118 | $7,799+4.1% | $7,446+9.0% | $6,400+26.9% |
| Admin fee / account holder | $8,888 | $11,571-23.2% | $10,010-11.2% | $11,426-22.2% |