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 | $32,896 | $138,044-76.2% | $125,339-73.8% | $134,475-75.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.66% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,573 | $5,243-31.8% | $4,814-25.8% | $4,740-24.6% |
| Participant deferral / active EE | $6,833 | $7,799-12.4% | $7,446-8.2% | $6,400+6.8% |
| Admin fee / account holder | $3,554 | $11,571-69.3% | $10,010-64.5% | $11,426-68.9% |