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 | $72,454 | $190,805-62.0% | $159,960-54.7% | $134,475-46.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.15% | 552.23%-564.4pp | 408.60%-420.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,429 | $4,995-71.4% | $4,226-66.2% | $4,740-69.9% |
| Participant deferral / active EE | $8,454 | $6,923+22.1% | $6,182+36.7% | $6,400+32.1% |
| Admin fee / account holder | $92,307 | $10,471+781.5% | $8,698+961.3% | $11,426+707.9% |