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 | $44,919 | $190,805-76.5% | $159,960-71.9% | $134,475-66.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.37% | 552.23%-565.6pp | 408.60%-422.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $6,972 | $4,995+39.6% | $4,226+65.0% | $4,740+47.1% |
| Participant deferral / active EE | $10,703 | $6,923+54.6% | $6,182+73.1% | $6,400+67.2% |
| Admin fee / account holder | $19,786 | $10,471+89.0% | $8,698+127.5% | $11,426+73.2% |