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 7-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 | $58,316 | $138,044-57.8% | $125,339-53.5% | $134,475-56.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.37% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,200 | $5,243-77.1% | $4,814-75.1% | $4,740-74.7% |
| Participant deferral / active EE | $13,000 | $7,799+66.7% | $7,446+74.6% | $6,400+103.1% |
| Admin fee / account holder | $319 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |