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 | $98,729 | $138,044-28.5% | $125,339-21.2% | $134,475-26.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.87% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $18,403 | $5,243+251.0% | $4,814+282.3% | $4,740+288.3% |
| Participant deferral / active EE | $15,625 | $7,799+100.4% | $7,446+109.8% | $6,400+144.2% |
| Admin fee / account holder | $597 | $11,571-94.8% | $10,010-94.0% | $11,426-94.8% |