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 9-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 | $70,310 | $138,044-49.1% | $125,339-43.9% | $134,475-47.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.74% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $8,463 | $5,243+61.4% | $4,814+75.8% | $4,740+78.6% |
| Participant deferral / active EE | $20,133 | $7,799+158.2% | $7,446+170.4% | $6,400+214.6% |
| Admin fee / account holder | $33,718 | $11,571+191.4% | $10,010+236.9% | $11,426+195.1% |