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 | $41,667 | $197,825-78.9% | $155,790-73.3% | $125,391-66.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.75% | 86.74%-89.5pp | 71.54%-74.3pp | 282.22%-285.0pp |
| Employer contribution / active EE | $327 | $4,847-93.3% | $3,836-91.5% | $4,866-93.3% |
| Participant deferral / active EE | $14,399 | $5,630+155.8% | $4,797+200.2% | $5,352+169.1% |
| Admin fee / account holder | $340 | $9,545-96.4% | $7,478-95.5% | $9,540-96.4% |