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 | $30,166 | $138,044-78.1% | $125,339-75.9% | $134,475-77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.62% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $7,364 | $5,243+40.4% | $4,814+53.0% | $4,740+55.4% |
| Participant deferral / active EE | $12,573 | $7,799+61.2% | $7,446+68.8% | $6,400+96.5% |
| Admin fee / account holder | $25,521 | $11,571+120.6% | $10,010+155.0% | $11,426+123.4% |