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 | $18,673 | $138,044-86.5% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.85% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,281 | $5,243-56.5% | $4,814-52.6% | $4,740-51.9% |
| Participant deferral / active EE | $12,964 | $7,799+66.2% | $7,446+74.1% | $6,400+102.6% |
| Admin fee / account holder | $595 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |