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 6-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 | $31,009 | $138,044-77.5% | $125,339-75.3% | $134,475-76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.92% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,520 | $5,243+24.3% | $4,814+35.4% | $4,740+37.6% |
| Participant deferral / active EE | $9,559 | $7,799+22.6% | $7,446+28.4% | $6,400+49.4% |
| Admin fee / account holder | $364 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |