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 | $27,124 | $138,044-80.4% | $125,339-78.4% | $134,475-79.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,976 | $5,243-24.2% | $4,814-17.4% | $4,740-16.1% |
| Participant deferral / active EE | $5,666 | $7,799-27.3% | $7,446-23.9% | $6,400-11.5% |
| Admin fee / account holder | $6,231 | $11,571-46.2% | $10,010-37.8% | $11,426-45.5% |