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 | $107,243 | $138,044-22.3% | $125,339-14.4% | $134,475-20.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.56% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,638 | $5,243-49.7% | $4,814-45.2% | $4,740-44.4% |
| Participant deferral / active EE | $14,217 | $7,799+82.3% | $7,446+90.9% | $6,400+122.1% |
| Admin fee / account holder | $957 | $11,571-91.7% | $10,010-90.4% | $11,426-91.6% |