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 | $84,854 | $138,044-38.5% | $125,339-32.3% | $134,475-36.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.20% | 750.33%-766.5pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,827 | $5,243-7.9% | $4,814+0.3% | $4,740+1.8% |
| Participant deferral / active EE | $12,067 | $7,799+54.7% | $7,446+62.0% | $6,400+88.5% |
| Admin fee / account holder | $3,119 | $11,571-73.0% | $10,010-68.8% | $11,426-72.7% |