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 | $73,568 | $138,044-46.7% | $125,339-41.3% | $134,475-45.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.69% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $9,351 | $5,243+78.3% | $4,814+94.3% | $4,740+97.3% |
| Participant deferral / active EE | $7,650 | $7,799-1.9% | $7,446+2.7% | $6,400+19.5% |
| Admin fee / account holder | $741 | $11,571-93.6% | $10,010-92.6% | $11,426-93.5% |