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 | $115,982 | $138,044-16.0% | $125,339-7.5% | $134,475-13.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.32% | 750.33%-764.6pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $10,178 | $5,243+94.1% | $4,814+111.4% | $4,740+114.7% |
| Participant deferral / active EE | $6,992 | $7,799-10.3% | $7,446-6.1% | $6,400+9.3% |
| Admin fee / account holder | $3,001 | $11,571-74.1% | $10,010-70.0% | $11,426-73.7% |