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 | $22,060 | $138,044-84.0% | $125,339-82.4% | $134,475-83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,307 | $5,243-17.9% | $4,814-10.5% | $4,740-9.1% |
| Participant deferral / active EE | $8,166 | $7,799+4.7% | $7,446+9.7% | $6,400+27.6% |
| Admin fee / account holder | $6,074 | $11,571-47.5% | $10,010-39.3% | $11,426-46.8% |