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 | $27,001 | $138,044-80.4% | $125,339-78.5% | $134,475-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.16% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,164 | $5,243-58.7% | $4,814-55.0% | $4,740-54.3% |
| Participant deferral / active EE | $7,236 | $7,799-7.2% | $7,446-2.8% | $6,400+13.1% |
| Admin fee / account holder | $3,198 | $11,571-72.4% | $10,010-68.0% | $11,426-72.0% |