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 3-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 | $117,681 | $138,044-14.8% | $125,339-6.1% | $134,475-12.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.10% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,231 | $5,243-57.5% | $4,814-53.7% | $4,740-52.9% |
| Participant deferral / active EE | $8,230 | $7,799+5.5% | $7,446+10.5% | $6,400+28.6% |
| Admin fee / account holder | $1,309 | $11,571-88.7% | $10,010-86.9% | $11,426-88.5% |