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 | $47,357 | $138,044-65.7% | $125,339-62.2% | $134,475-64.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.75% | 750.33%-756.1pp | 572.05%-577.8pp | 417.96%-423.7pp |
| Employer contribution / active EE | $5,655 | $5,243+7.8% | $4,814+17.5% | $4,740+19.3% |
| Participant deferral / active EE | $9,537 | $7,799+22.3% | $7,446+28.1% | $6,400+49.0% |
| Admin fee / account holder | $6,106 | $11,571-47.2% | $10,010-39.0% | $11,426-46.6% |