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 | $61,413 | $138,044-55.5% | $125,339-51.0% | $134,475-54.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.36% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,174 | $5,243-39.5% | $4,814-34.1% | $4,740-33.0% |
| Participant deferral / active EE | $17,030 | $7,799+118.4% | $7,446+128.7% | $6,400+166.1% |
| Admin fee / account holder | $785 | $11,571-93.2% | $10,010-92.2% | $11,426-93.1% |