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 | $36,078 | $138,044-73.9% | $125,339-71.2% | $134,475-73.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.38% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,965 | $5,243-43.5% | $4,814-38.4% | $4,740-37.4% |
| Participant deferral / active EE | $10,025 | $7,799+28.6% | $7,446+34.6% | $6,400+56.7% |
| Admin fee / account holder | $5,355 | $11,571-53.7% | $10,010-46.5% | $11,426-53.1% |