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 | $20,246 | $138,044-85.3% | $125,339-83.8% | $134,475-84.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.29% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,322 | $5,243-55.7% | $4,814-51.8% | $4,740-51.0% |
| Participant deferral / active EE | $4,945 | $7,799-36.6% | $7,446-33.6% | $6,400-22.7% |
| Admin fee / account holder | $1,685 | $11,571-85.4% | $10,010-83.2% | $11,426-85.3% |