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 9-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 | $63,294 | $92,703-31.7% | $82,719-23.5% | $134,475-52.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.05% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,179 | $3,274+149.8% | $3,009+171.8% | $4,740+72.6% |
| Participant deferral / active EE | $11,187 | $4,802+133.0% | $4,395+154.5% | $6,400+74.8% |
| Admin fee / account holder | $301 | $5,983-95.0% | $5,329-94.3% | $11,426-97.4% |