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 | $31,023 | $190,805-83.7% | $159,960-80.6% | $134,475-76.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.47% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,885 | $4,995-22.2% | $4,226-8.1% | $4,740-18.0% |
| Participant deferral / active EE | $8,241 | $6,923+19.0% | $6,182+33.3% | $6,400+28.8% |
| Admin fee / account holder | $3,447 | $10,471-67.1% | $8,698-60.4% | $11,426-69.8% |