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 9-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 | $69,314 | $138,044-49.8% | $125,339-44.7% | $134,475-48.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.62% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,879 | $5,243-7.0% | $4,814+1.3% | $4,740+2.9% |
| Participant deferral / active EE | $10,293 | $7,799+32.0% | $7,446+38.2% | $6,400+60.8% |
| Admin fee / account holder | $763 | $11,571-93.4% | $10,010-92.4% | $11,426-93.3% |