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 10-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 | $84,799 | $138,044-38.6% | $125,339-32.3% | $134,475-36.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.30% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $8,117 | $5,243+54.8% | $4,814+68.6% | $4,740+71.2% |
| Participant deferral / active EE | $14,825 | $7,799+90.1% | $7,446+99.1% | $6,400+131.7% |
| Admin fee / account holder | $490 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |