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 | $19,394 | $138,044-86.0% | $125,339-84.5% | $134,475-85.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.79% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,000 | $5,243-80.9% | $4,814-79.2% | $4,740-78.9% |
| Participant deferral / active EE | $10,660 | $7,799+36.7% | $7,446+43.2% | $6,400+66.6% |
| Admin fee / account holder | $2,697 | $11,571-76.7% | $10,010-73.1% | $11,426-76.4% |