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 | $159,205 | $190,805-16.6% | $159,960-0.5% | $134,475+18.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.15% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,562 | $4,995-48.7% | $4,226-39.4% | $4,740-45.9% |
| Participant deferral / active EE | $4,966 | $6,923-28.3% | $6,182-19.7% | $6,400-22.4% |
| Admin fee / account holder | $12,429 | $10,471+18.7% | $8,698+42.9% | $11,426+8.8% |