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 | $68,848 | $135,635-49.2% | $110,238-37.5% | $135,375-49.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.63% | 513.19%-517.8pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $17,445 | $4,906+255.6% | $3,826+355.9% | $4,779+265.1% |
| Participant deferral / active EE | $11,042 | $5,506+100.5% | $4,672+136.4% | $5,609+96.9% |
| Admin fee / account holder | $36,939 | $11,457+222.4% | $8,547+332.2% | $10,827+241.2% |