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 | $92,180 | $138,044-33.2% | $125,339-26.5% | $134,475-31.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.65% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $15,384 | $5,243+193.4% | $4,814+219.6% | $4,740+224.6% |
| Participant deferral / active EE | $8,143 | $7,799+4.4% | $7,446+9.4% | $6,400+27.2% |
| Admin fee / account holder | $397 | $11,571-96.6% | $10,010-96.0% | $11,426-96.5% |