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 | $113,699 | $190,805-40.4% | $159,960-28.9% | $134,475-15.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.22% | 552.23%-570.5pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,123 | $4,995-77.5% | $4,226-73.4% | $4,740-76.3% |
| Participant deferral / active EE | $12,000 | $6,923+73.3% | $6,182+94.1% | $6,400+87.5% |
| Admin fee / account holder | $1,443 | $10,471-86.2% | $8,698-83.4% | $11,426-87.4% |