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 | $56,235 | $138,044-59.3% | $125,339-55.1% | $134,475-58.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.56% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $29,628 | $5,243+465.1% | $4,814+515.5% | $4,740+525.1% |
| Participant deferral / active EE | $17,550 | $7,799+125.0% | $7,446+135.7% | $6,400+174.2% |
| Admin fee / account holder | $6,010 | $11,571-48.1% | $10,010-40.0% | $11,426-47.4% |