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 10-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 | $67,963 | $138,044-50.8% | $125,339-45.8% | $134,475-49.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.67% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $11,723 | $5,243+123.6% | $4,814+143.5% | $4,740+147.3% |
| Participant deferral / active EE | $13,981 | $7,799+79.3% | $7,446+87.8% | $6,400+118.5% |
| Admin fee / account holder | $386 | $11,571-96.7% | $10,010-96.1% | $11,426-96.6% |