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 | $60,783 | $138,044-56.0% | $125,339-51.5% | $134,475-54.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.56% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $12,000 | $5,243+128.9% | $4,814+149.3% | $4,740+153.2% |
| Participant deferral / active EE | $12,000 | $7,799+53.9% | $7,446+61.2% | $6,400+87.5% |
| Admin fee / account holder | $546 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |