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 | $32,602 | $138,044-76.4% | $125,339-74.0% | $134,475-75.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.10% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,285 | $5,243-56.4% | $4,814-52.5% | $4,740-51.8% |
| Participant deferral / active EE | $9,881 | $7,799+26.7% | $7,446+32.7% | $6,400+54.4% |
| Admin fee / account holder | $316 | $11,571-97.3% | $10,010-96.8% | $11,426-97.2% |