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 | $98,365 | $138,044-28.7% | $125,339-21.5% | $134,475-26.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.85% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,230 | $5,243-19.3% | $4,814-12.1% | $4,740-10.7% |
| Participant deferral / active EE | $11,860 | $7,799+52.1% | $7,446+59.3% | $6,400+85.3% |
| Admin fee / account holder | $14,719 | $11,571+27.2% | $10,010+47.0% | $11,426+28.8% |