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 | $46,661 | $190,805-75.5% | $159,960-70.8% | $134,475-65.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.74% | 552.23%-569.0pp | 408.60%-425.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,871 | $4,995+17.5% | $4,226+38.9% | $4,740+23.9% |
| Participant deferral / active EE | $8,148 | $6,923+17.7% | $6,182+31.8% | $6,400+27.3% |
| Admin fee / account holder | $12,657 | $10,471+20.9% | $8,698+45.5% | $11,426+10.8% |