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 | $132,901 | $190,805-30.3% | $159,960-16.9% | $134,475-1.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.74% | 552.23%-558.0pp | 408.60%-414.3pp | 417.96%-423.7pp |
| Employer contribution / active EE | $7,831 | $4,995+56.8% | $4,226+85.3% | $4,740+65.2% |
| Participant deferral / active EE | $13,811 | $6,923+99.5% | $6,182+123.4% | $6,400+115.8% |
| Admin fee / account holder | $3,616 | $10,471-65.5% | $8,698-58.4% | $11,426-68.4% |