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 | $92,223 | $138,044-33.2% | $125,339-26.4% | $134,475-31.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.89% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,074 | $5,243-60.4% | $4,814-56.9% | $4,740-56.2% |
| Participant deferral / active EE | $5,568 | $7,799-28.6% | $7,446-25.2% | $6,400-13.0% |
| Admin fee / account holder | $9,579 | $11,571-17.2% | $10,010-4.3% | $11,426-16.2% |