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 | $54,476 | $138,044-60.5% | $125,339-56.5% | $134,475-59.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.62% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,660 | $5,243-49.3% | $4,814-44.7% | $4,740-43.9% |
| Participant deferral / active EE | $12,806 | $7,799+64.2% | $7,446+72.0% | $6,400+100.1% |
| Admin fee / account holder | $698 | $11,571-94.0% | $10,010-93.0% | $11,426-93.9% |