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 | $69,629 | $138,044-49.6% | $125,339-44.4% | $134,475-48.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.81% | 750.33%-768.1pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,916 | $5,243-44.4% | $4,814-39.4% | $4,740-38.5% |
| Participant deferral / active EE | $12,366 | $7,799+58.6% | $7,446+66.1% | $6,400+93.2% |
| Admin fee / account holder | $1,078 | $11,571-90.7% | $10,010-89.2% | $11,426-90.6% |