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 8-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 | $62,285 | $138,044-54.9% | $125,339-50.3% | $134,475-53.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.56% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $20,046 | $5,243+282.3% | $4,814+316.4% | $4,740+322.9% |
| Participant deferral / active EE | $13,591 | $7,799+74.3% | $7,446+82.5% | $6,400+112.4% |
| Admin fee / account holder | $1,270 | $11,571-89.0% | $10,010-87.3% | $11,426-88.9% |