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 6-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 | $48,167 | $138,044-65.1% | $125,339-61.6% | $134,475-64.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.50% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,049 | $5,243-41.8% | $4,814-36.7% | $4,740-35.7% |
| Participant deferral / active EE | $6,911 | $7,799-11.4% | $7,446-7.2% | $6,400+8.0% |
| Admin fee / account holder | $3,466 | $11,571-70.1% | $10,010-65.4% | $11,426-69.7% |