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 | $42,857 | $138,044-69.0% | $125,339-65.8% | $134,475-68.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.05% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,647 | $5,243-11.4% | $4,814-3.5% | $4,740-1.9% |
| Participant deferral / active EE | $7,079 | $7,799-9.2% | $7,446-4.9% | $6,400+10.6% |
| Admin fee / account holder | $19,688 | $11,571+70.1% | $10,010+96.7% | $11,426+72.3% |