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 | $44,145 | $138,044-68.0% | $125,339-64.8% | $134,475-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $9,111 | $5,243+73.8% | $4,814+89.3% | $4,740+92.2% |
| Participant deferral / active EE | $9,754 | $7,799+25.1% | $7,446+31.0% | $6,400+52.4% |
| Admin fee / account holder | $4,073 | $11,571-64.8% | $10,010-59.3% | $11,426-64.4% |