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 | $55,457 | $138,044-59.8% | $125,339-55.8% | $134,475-58.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,023 | $5,243-42.3% | $4,814-37.2% | $4,740-36.2% |
| Participant deferral / active EE | $10,824 | $7,799+38.8% | $7,446+45.4% | $6,400+69.1% |
| Admin fee / account holder | $4,985 | $11,571-56.9% | $10,010-50.2% | $11,426-56.4% |