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 6-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 | $29,800 | $138,044-78.4% | $125,339-76.2% | $134,475-77.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.94% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $17,873 | $5,243+240.9% | $4,814+271.3% | $4,740+277.1% |
| Participant deferral / active EE | $9,611 | $7,799+23.2% | $7,446+29.1% | $6,400+50.2% |
| Admin fee / account holder | $316 | $11,571-97.3% | $10,010-96.8% | $11,426-97.2% |