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 5-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 | $24,464 | $138,044-82.3% | $125,339-80.5% | $134,475-81.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.07% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,105 | $5,243+16.4% | $4,814+26.8% | $4,740+28.8% |
| Participant deferral / active EE | $10,264 | $7,799+31.6% | $7,446+37.8% | $6,400+60.4% |
| Admin fee / account holder | $1,751 | $11,571-84.9% | $10,010-82.5% | $11,426-84.7% |