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 8-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 | $33,332 | $138,065-75.9% | $123,544-73.0% | $135,375-75.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,846 | $5,151+32.9% | $4,628+47.9% | $4,779+43.3% |
| Participant deferral / active EE | $10,270 | $6,799+51.0% | $6,426+59.8% | $5,609+83.1% |
| Admin fee / account holder | $437 | $10,916-96.0% | $9,284-95.3% | $10,827-96.0% |