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 | $40,682 | $138,044-70.5% | $125,339-67.5% | $134,475-69.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.55% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,122 | $5,243+54.9% | $4,814+68.7% | $4,740+71.4% |
| Participant deferral / active EE | $22,760 | $7,799+191.8% | $7,446+205.6% | $6,400+255.6% |
| Admin fee / account holder | $17,461 | $11,571+50.9% | $10,010+74.4% | $11,426+52.8% |