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 9-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 | $87,503 | $190,805-54.1% | $159,960-45.3% | $134,475-34.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.18% | 552.23%-564.4pp | 408.60%-420.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,403 | $4,995-31.9% | $4,226-19.5% | $4,740-28.2% |
| Participant deferral / active EE | $3,790 | $6,923-45.3% | $6,182-38.7% | $6,400-40.8% |
| Admin fee / account holder | $5,019 | $10,471-52.1% | $8,698-42.3% | $11,426-56.1% |