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 | $68,440 | $138,044-50.4% | $125,339-45.4% | $134,475-49.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.35% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,977 | $5,243-43.2% | $4,814-38.2% | $4,740-37.2% |
| Participant deferral / active EE | $9,542 | $7,799+22.3% | $7,446+28.1% | $6,400+49.1% |
| Admin fee / account holder | $325 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |