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 | $37,420 | $138,044-72.9% | $125,339-70.1% | $134,475-72.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.87% | 750.33%-757.2pp | 572.05%-578.9pp | 417.96%-424.8pp |
| Employer contribution / active EE | $3,599 | $5,243-31.4% | $4,814-25.2% | $4,740-24.1% |
| Participant deferral / active EE | $9,083 | $7,799+16.5% | $7,446+22.0% | $6,400+41.9% |
| Admin fee / account holder | $62,000 | $11,571+435.8% | $10,010+519.4% | $11,426+442.6% |