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 | $83,696 | $190,805-56.1% | $159,960-47.7% | $134,475-37.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.35% | 552.23%-565.6pp | 408.60%-422.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,797 | $4,995-64.0% | $4,226-57.5% | $4,740-62.1% |
| Participant deferral / active EE | $12,300 | $6,923+77.7% | $6,182+99.0% | $6,400+92.2% |
| Admin fee / account holder | $563 | $10,471-94.6% | $8,698-93.5% | $11,426-95.1% |