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 8-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 | $47,500 | $138,044-65.6% | $125,339-62.1% | $134,475-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.07% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,002 | $5,243-42.8% | $4,814-37.6% | $4,740-36.7% |
| Participant deferral / active EE | $8,957 | $7,799+14.8% | $7,446+20.3% | $6,400+40.0% |
| Admin fee / account holder | $1,351 | $11,571-88.3% | $10,010-86.5% | $11,426-88.2% |