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 5-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 | $90,397 | $138,044-34.5% | $125,339-27.9% | $134,475-32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,865 | $5,243-7.2% | $4,814+1.1% | $4,740+2.6% |
| Participant deferral / active EE | $9,563 | $7,799+22.6% | $7,446+28.4% | $6,400+49.4% |
| Admin fee / account holder | $1,041 | $11,571-91.0% | $10,010-89.6% | $11,426-90.9% |