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 9-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 | $71,115 | $190,805-62.7% | $159,960-55.5% | $134,475-47.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.57% | 552.23%-569.8pp | 408.60%-426.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,052 | $4,995-58.9% | $4,226-51.4% | $4,740-56.7% |
| Participant deferral / active EE | $9,435 | $6,923+36.3% | $6,182+52.6% | $6,400+47.4% |
| Admin fee / account holder | $664 | $10,471-93.7% | $8,698-92.4% | $11,426-94.2% |