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 | $56,271 | $190,805-70.5% | $159,960-64.8% | $134,475-58.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.43% | 552.23%-567.7pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $8,938 | $4,995+78.9% | $4,226+111.5% | $4,740+88.6% |
| Participant deferral / active EE | $6,500 | $6,923-6.1% | $6,182+5.1% | $6,400+1.6% |
| Admin fee / account holder | $1,667 | $10,471-84.1% | $8,698-80.8% | $11,426-85.4% |