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 | $76,518 | $138,044-44.6% | $125,339-39.0% | $134,475-43.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.33% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $19,149 | $5,243+265.2% | $4,814+297.8% | $4,740+304.0% |
| Participant deferral / active EE | $8,833 | $7,799+13.3% | $7,446+18.6% | $6,400+38.0% |
| Admin fee / account holder | $774 | $11,571-93.3% | $10,010-92.3% | $11,426-93.2% |