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 | $49,173 | $138,044-64.4% | $125,339-60.8% | $134,475-63.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $6,467 | $5,243+23.3% | $4,814+34.3% | $4,740+36.4% |
| Participant deferral / active EE | $14,470 | $7,799+85.5% | $7,446+94.3% | $6,400+126.1% |
| Admin fee / account holder | $1,602 | $11,571-86.2% | $10,010-84.0% | $11,426-86.0% |