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 | $17,231 | $138,044-87.5% | $125,339-86.3% | $134,475-87.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.88% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,264 | $5,243-56.8% | $4,814-53.0% | $4,740-52.2% |
| Participant deferral / active EE | $3,549 | $7,799-54.5% | $7,446-52.3% | $6,400-44.5% |
| Admin fee / account holder | $730 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |