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 6-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 | $82,800 | $138,044-40.0% | $125,339-33.9% | $134,475-38.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.01% | 750.33%-761.3pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,229 | $5,243-38.4% | $4,814-32.9% | $4,740-31.9% |
| Participant deferral / active EE | $9,684 | $7,799+24.2% | $7,446+30.0% | $6,400+51.3% |
| Admin fee / account holder | $47,002 | $11,571+306.2% | $10,010+369.6% | $11,426+311.4% |